Jacobi Capital Management’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 | $717K | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $706K | Buy |
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|
2024
Q4 | $733K | Sell |
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|
2024
Q3 | $1.09M | Buy |
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|
2024
Q2 | $677K | Buy |
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|
2024
Q1 | $622K | Buy |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $592K | Sell |
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|
2023
Q2 | $534K | Buy |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $431K | Hold |
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|
2022
Q3 | $371K | Hold |
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|
2022
Q2 | $372K | Sell |
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|
2022
Q1 | $481K | Buy |
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|
2021
Q4 | $545K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $371K | Hold |
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|
2021
Q1 | $322K | Sell |
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|
2020
Q4 | $296K | Hold |
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|
2020
Q3 | $239K | Sell |
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|
2020
Q2 | $176K | Buy |
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