Mitchell McLeod Pugh & Williams’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
$383K Hold
2025
Q2
$478K Buy
2025
Q1
$402K Hold
2024
Q4
$433K Sell
2024
Q3
$544K Buy
2024
Q2
$398K Hold
2024
Q1
$367K Sell
2023
Q4
$368K Hold
2023
Q3
$353K Hold
2023
Q2
$318K Hold
2023
Q1
$293K Hold
2022
Q4
$264K Buy
2022
Q3
$224K Hold
2022
Q2
$225K Hold
2022
Q1
$289K Hold
2021
Q4
$342K Hold
2021
Q3
$327K Hold
2021
Q2
$307K Hold
2021
Q1
$266K Sell
2020
Q4
$239K Buy