Montag & Associates’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 | $758K | Sell |
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|
2025
Q2 | $934K | Hold |
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|
2025
Q1 | $809K | Sell |
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|
2024
Q4 | $894K | Sell |
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|
2024
Q3 | $1.21M | Hold |
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|
2024
Q2 | $948K | Hold |
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|
2024
Q1 | $871K | Sell |
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|
2023
Q4 | $870K | Hold |
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|
2023
Q3 | $833K | Hold |
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|
2023
Q2 | $753K | Buy |
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|
2023
Q1 | $686K | Sell |
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|
2022
Q4 | $659K | Hold |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $555K | Sell |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $894K | Sell |
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|
2021
Q3 | $860K | Hold |
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|
2021
Q2 | $807K | Sell |
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|
2021
Q1 | $706K | Sell |
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|
2020
Q4 | $640K | Sell |
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|
2020
Q3 | $566K | Sell |
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|
2020
Q2 | $434K | Buy |
|