Naples Global 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 | $688K | Buy |
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|
2025
Q2 | $696K | Buy |
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|
2025
Q1 | $511K | Buy |
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|
2024
Q4 | $437K | Buy |
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|
2024
Q3 | $475K | Sell |
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|
2024
Q2 | $386K | Hold |
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|
2024
Q1 | $355K | Buy |
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|
2023
Q4 | $333K | Buy |
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|
2023
Q3 | $310K | Buy |
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|
2023
Q2 | $262K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $210K | Hold |
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|
2021
Q4 | $248K | Sell |
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|
2021
Q3 | $246K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $201K | Buy |
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