Loring Wolcott & Coolidge Fiduciary Advisors’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 | $437K | Sell |
|
|||||
|
2025
Q2 | $592K | Sell |
|
|||||
|
2025
Q1 | $474K | Buy |
|
|||||
|
2024
Q4 | $498K | Sell |
|
|||||
|
2024
Q3 | $608K | Buy |
|
|||||
|
2024
Q2 | $490K | Buy |
|
|||||
|
2024
Q1 | $308K | Sell |
|
|||||
|
2023
Q4 | $316K | Sell |
|
|||||
|
2023
Q3 | $308K | Sell |
|
|||||
|
2023
Q2 | $310K | Buy |
|
|||||
|
2023
Q1 | $276K | Sell |
|
|||||
|
2022
Q4 | $270K | Hold |
|
|||||
|
2022
Q3 | $232K | Sell |
|
|||||
|
2022
Q2 | $244K | Buy |
|
|||||
|
2022
Q1 | $295K | Sell |
|
|||||
|
2021
Q4 | $357K | Hold |
|
|||||
|
2021
Q3 | $341K | Sell |
|
|||||
|
2021
Q2 | $351K | Sell |
|
|||||
|
2021
Q1 | $343K | Sell |
|
|||||
|
2020
Q4 | $400K | Sell |
|
|||||
|
2020
Q3 | $598K | Sell |
|
|||||
|
2020
Q2 | $2.44M | Buy |
|