Montecito Bank & Trust’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 | Buy |
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|
2025
Q1 | $469K | Sell |
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|
2024
Q4 | $509K | Sell |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $483K | Hold |
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|
2024
Q1 | $445K | Sell |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $640K | Hold |
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|
2023
Q1 | $589K | Sell |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $502K | Sell |
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|
2022
Q2 | $633K | Sell |
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|
2022
Q1 | $1.51M | Sell |
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|
2021
Q4 | $1.86M | Buy |
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|
2021
Q3 | $1.68M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.16M | Buy |
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|
2020
Q4 | $369K | Buy |
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|
2020
Q3 | $232K | Buy |
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