J.M. Forbes & Co’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
Q2 | $443K | Sell |
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|
2025
Q1 | $386K | Hold |
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|
2024
Q4 | $415K | Sell |
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|
2024
Q3 | $497K | Hold |
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|
2024
Q2 | $390K | Hold |
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|
2024
Q1 | $359K | Sell |
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|
2023
Q4 | $367K | Hold |
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|
2023
Q3 | $352K | Hold |
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|
2023
Q2 | $317K | Sell |
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|
2023
Q1 | $292K | Sell |
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|
2022
Q4 | $265K | Hold |
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|
2022
Q3 | $228K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $300K | Buy |
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|
2021
Q4 | $353K | Buy |
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|
2021
Q3 | $311K | Sell |
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|
2021
Q2 | $295K | Hold |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $231K | Buy |
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