Moneta Group Investment 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 | $982K | Sell |
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|
2025
Q2 | $1.21M | Buy |
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|
2025
Q1 | $780K | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $972K | Buy |
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|
2024
Q2 | $756K | Buy |
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|
2024
Q1 | $628K | Buy |
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|
2023
Q4 | $463K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2023
Q2 | $398K | Sell |
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|
2023
Q1 | $368K | Buy |
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|
2022
Q4 | $312K | Sell |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $417K | Buy |
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|
2022
Q1 | $486K | Buy |
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|
2021
Q4 | $573K | Sell |
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|
2021
Q3 | $559K | Sell |
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|
2021
Q2 | $565K | Sell |
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|
2021
Q1 | $496K | Buy |
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