Laurie J. Hall Trustee’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.02M | Buy |
95,955
+475
| +0.5% | +$34.8K | 2.32% | 12 |
|
|
2025
Q1 | $6.05M | Sell |
95,480
-1,875
| -2% | -$119K | 2.16% | 12 |
|
|
2024
Q4 | $6.65M | Sell |
97,355
-3,935
| -4% | -$269K | 2.18% | 11 |
|
|
2024
Q3 | $8.15M | Buy |
101,290
+1,550
| +2% | +$125K | 2.58% | 7 |
|
|
2024
Q2 | $6.29M | Buy |
99,740
+275
| +0.3% | +$17.3K | 2.19% | 11 |
|
|
2024
Q1 | $5.78M | Sell |
99,465
-980
| -1% | -$57K | 2.04% | 11 |
|
|
2023
Q4 | $5.77M | Sell |
100,445
-285
| -0.3% | -$16.4K | 2.21% | 11 |
|
|
2023
Q3 | $5.56M | Buy |
100,730
+25
| +0% | +$1.38K | 2.37% | 9 |
|
|
2023
Q2 | $5.01M | Buy |
100,705
+1,485
| +1% | +$73.8K | 1.99% | 14 |
|
|
2023
Q1 | $4.54M | Buy |
99,220
+5,425
| +6% | +$248K | 1.94% | 16 |
|
|
2022
Q4 | $3.87M | Buy |
93,795
+6,840
| +8% | +$282K | 1.74% | 19 |
|
|
2022
Q3 | $3.09M | Buy |
86,955
+12,610
| +17% | +$449K | 1.52% | 21 |
|
|
2022
Q2 | $2.65M | Buy |
74,345
+9,535
| +15% | +$340K | 1.24% | 29 |
|
|
2022
Q1 | $2.97M | Buy |
64,810
+4,555
| +8% | +$209K | 1.14% | 26 |
|
|
2021
Q4 | $3.27M | Buy |
60,255
+410
| +0.7% | +$22.2K | 1.16% | 27 |
|
|
2021
Q3 | $3.1M | Buy |
59,845
+600
| +1% | +$31.1K | 1.2% | 27 |
|
|
2021
Q2 | $2.88M | Buy |
59,245
+2,290
| +4% | +$111K | 1.09% | 29 |
|
|
2021
Q1 | $2.4M | Buy |
56,955
+2,400
| +4% | +$101K | 0.92% | 37 |
|
|
2020
Q4 | $2.06M | Buy |
54,555
+8,770
| +19% | +$331K | 0.83% | 43 |
|
|
2020
Q3 | $1.4M | Buy |
+45,785
| New | +$1.4M | 0.62% | 47 |
|