J.W. Burns & 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
Q3
$591K Sell
2025
Q2
$780K Sell
2025
Q1
$682K Sell
2024
Q4
$747K Sell
2024
Q3
$899K Sell
2024
Q2
$709K Hold
2024
Q1
$653K Sell
2023
Q4
$655K Sell
2023
Q3
$635K Sell
2023
Q2
$596K Sell
2023
Q1
$570K Buy
2022
Q4
$422K Sell
2022
Q3
$384K Sell
2022
Q2
$424K Sell
2022
Q1
$568K Sell
2021
Q4
$863K Sell
2021
Q3
$884K Sell
2021
Q2
$995K Sell
2021
Q1
$988K Sell
2020
Q4
$925K Sell
2020
Q3
$749K Sell
2020
Q2
$597K Buy