Monterey Private Wealth’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
Q1 | $530K | Sell |
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|
2024
Q4 | $580K | Sell |
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|
2024
Q3 | $729K | Buy |
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|
2024
Q2 | $572K | Buy |
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|
2024
Q1 | $527K | Sell |
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|
2023
Q4 | $526K | Buy |
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|
2023
Q3 | $505K | Buy |
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|
2023
Q2 | $455K | Sell |
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|
2023
Q1 | $456K | Buy |
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|
2022
Q4 | $411K | Buy |
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|
2022
Q3 | $325K | Sell |
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|
2022
Q2 | $331K | Buy |
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|
2022
Q1 | $437K | Buy |
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|
2021
Q4 | $482K | Buy |
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|
2021
Q3 | $465K | Buy |
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|
2021
Q2 | $428K | Buy |
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|
2021
Q1 | $388K | Sell |
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|
2020
Q4 | $339K | Buy |
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|
2020
Q3 | $275K | Buy |
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