LNWWM
Laird Norton Wetherby Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
+20,988
| New | +$1.54M | 0.07% | 265 |
|
|
2024
Q4 | $1.39M | Sell |
20,358
-1,185
| -6% | -$80.9K | 0.07% | 263 |
|
|
2024
Q3 | $1.73M | Buy |
21,543
+220
| +1% | +$17.7K | 0.08% | 242 |
|
|
2024
Q2 | $1.35M | Sell |
21,323
-816
| -4% | -$51.5K | 0.06% | 282 |
|
|
2024
Q1 | $1.29M | Sell |
22,139
-278
| -1% | -$16.2K | 0.06% | 301 |
|
|
2023
Q4 | $1.29M | Buy |
22,417
+898
| +4% | +$51.6K | 0.07% | 296 |
|
|
2023
Q3 | $1.19M | Buy |
21,519
+147
| +0.7% | +$8.11K | 0.07% | 298 |
|
|
2023
Q2 | $1.06M | Sell |
21,372
-249
| -1% | -$12.4K | 0.06% | 323 |
|
|
2023
Q1 | $989K | Buy |
21,621
+2,075
| +11% | +$94.9K | 0.06% | 340 |
|
|
2022
Q4 | $806K | Buy |
19,546
+840
| +4% | +$34.7K | 0.05% | 369 |
|
|
2022
Q3 | $665K | Buy |
18,706
+2,887
| +18% | +$103K | 0.05% | 393 |
|
|
2022
Q2 | $564K | Buy |
15,819
+2,625
| +20% | +$93.6K | 0.04% | 464 |
|
|
2022
Q1 | $605K | Buy |
13,194
+406
| +3% | +$18.6K | 0.03% | 454 |
|
|
2021
Q4 | $694K | Buy |
12,788
+495
| +4% | +$26.9K | 0.04% | 406 |
|
|
2021
Q3 | $636K | Sell |
12,293
-143
| -1% | -$7.4K | 0.04% | 426 |
|
|
2021
Q2 | $604K | Buy |
12,436
+836
| +7% | +$40.6K | 0.04% | 440 |
|
|
2021
Q1 | $490K | Sell |
11,600
-748
| -6% | -$31.6K | 0.04% | 440 |
|
|
2020
Q4 | $466K | Buy |
12,348
+771
| +7% | +$29.1K | 0.03% | 480 |
|
|
2020
Q3 | $353K | Buy |
11,577
+857
| +8% | +$26.1K | 0.03% | 475 |
|
|
2020
Q2 | $238K | Buy |
+10,720
| New | +$238K | 0.02% | 589 |
|