Kerntke Otto McGlone Wealth Management Group’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 | $308K | Hold |
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|
2025
Q2 | $378K | Hold |
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|
2025
Q1 | $328K | Hold |
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|
2024
Q4 | $353K | Sell |
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|
2024
Q3 | $428K | Hold |
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|
2024
Q2 | $336K | Hold |
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|
2024
Q1 | $309K | Hold |
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|
2023
Q4 | $306K | Sell |
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|
2023
Q3 | $305K | Hold |
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|
2023
Q2 | $275K | Hold |
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|
2023
Q1 | $253K | Hold |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $300K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $272K | Buy |
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|
2021
Q1 | $234K | Hold |
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|
2020
Q4 | $209K | Buy |
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