LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $592K | Sell |
8,084
-10
| -0.1% | -$732 | 0.01% | 199 |
|
|
2025
Q1 | $474K | Buy |
8,094
+708
| +10% | +$41.5K | ﹤0.01% | 212 |
|
|
2024
Q4 | $498K | Sell |
7,386
-953
| -11% | -$64.3K | ﹤0.01% | 216 |
|
|
2024
Q3 | $608K | Buy |
8,339
+1,320
| +19% | +$96.2K | 0.01% | 200 |
|
|
2024
Q2 | $490K | Buy |
7,019
+1,282
| +22% | +$89.6K | ﹤0.01% | 207 |
|
|
2024
Q1 | $308K | Sell |
5,737
-41
| -0.7% | -$2.2K | ﹤0.01% | 232 |
|
|
2023
Q4 | $316K | Sell |
5,778
-379
| -6% | -$20.7K | ﹤0.01% | 234 |
|
|
2023
Q3 | $308K | Sell |
6,157
-79
| -1% | -$3.95K | ﹤0.01% | 237 |
|
|
2023
Q2 | $310K | Buy |
6,236
+200
| +3% | +$9.94K | ﹤0.01% | 245 |
|
|
2023
Q1 | $276K | Sell |
6,036
-500
| -8% | -$22.9K | ﹤0.01% | 248 |
|
|
2022
Q4 | $270K | Hold |
6,536
| – | – | ﹤0.01% | 252 |
|
|
2022
Q3 | $232K | Sell |
6,536
-300
| -4% | -$10.6K | ﹤0.01% | 270 |
|
|
2022
Q2 | $244K | Buy |
6,836
+397
| +6% | +$14.2K | ﹤0.01% | 264 |
|
|
2022
Q1 | $295K | Sell |
6,439
-143
| -2% | -$6.55K | ﹤0.01% | 250 |
|
|
2021
Q4 | $357K | Hold |
6,582
| – | – | ﹤0.01% | 244 |
|
|
2021
Q3 | $341K | Sell |
6,582
-645
| -9% | -$33.4K | ﹤0.01% | 246 |
|
|
2021
Q2 | $351K | Sell |
7,227
-900
| -11% | -$43.7K | ﹤0.01% | 254 |
|
|
2021
Q1 | $343K | Sell |
8,127
-2,471
| -23% | -$104K | ﹤0.01% | 241 |
|
|
2020
Q4 | $400K | Sell |
10,598
-8,996
| -46% | -$340K | ﹤0.01% | 226 |
|
|
2020
Q3 | $598K | Sell |
19,594
-89,984
| -82% | -$2.75M | 0.01% | 176 |
|
|
2020
Q2 | $2.44M | Buy |
+109,578
| New | +$2.44M | 0.03% | 103 |
|