Integrated Wealth Concepts’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 | $1.22M | Sell |
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|
2025
Q2 | $1.68M | Buy |
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|
2025
Q1 | $1.23M | Buy |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.66M | Sell |
|
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|
2024
Q2 | $1.41M | Sell |
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|
2024
Q1 | $1.32M | Buy |
|
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|
2023
Q4 | $1.2M | Sell |
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|
2023
Q3 | $1.26M | Sell |
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|
2023
Q2 | $1.13M | Buy |
|
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|
2023
Q1 | $1.03M | Buy |
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|
2022
Q4 | $749K | Buy |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $578K | Buy |
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|
2022
Q1 | $732K | Buy |
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|
2021
Q4 | $854K | Buy |
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|
2021
Q3 | $796K | Buy |
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|
2021
Q2 | $296K | Sell |
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|
2021
Q1 | $267K | Sell |
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|
2020
Q4 | $272K | Buy |
|