Heritage Trust’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $269K | Hold |
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|
2025
Q1 | $233K | Sell |
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|
2024
Q4 | $354K | Buy |
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|
2024
Q2 | $338K | Sell |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $320K | Buy |
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|
2023
Q3 | $292K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $250K | Sell |
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|
2022
Q4 | $313K | Buy |
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|
2022
Q3 | $269K | Sell |
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|
2022
Q2 | $289K | Hold |
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|
2022
Q1 | $373K | Buy |
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|
2021
Q4 | $429K | Buy |
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|
2021
Q3 | $403K | Sell |
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|
2021
Q2 | $385K | Sell |
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|
2021
Q1 | $340K | Buy |
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|
2020
Q4 | $243K | Buy |
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