Patriot Financial Group Insurance Agency’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 | $370K | Sell |
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|
2025
Q2 | $462K | Sell |
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|
2025
Q1 | $437K | Buy |
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|
2024
Q4 | $452K | Sell |
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|
2024
Q3 | $536K | Sell |
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|
2024
Q2 | $456K | Buy |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $410K | Sell |
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|
2023
Q3 | $396K | Sell |
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|
2023
Q2 | $387K | Buy |
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|
2023
Q1 | $355K | Sell |
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|
2022
Q4 | $365K | Sell |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $322K | Sell |
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|
2022
Q1 | $460K | Sell |
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|
2021
Q4 | $572K | Sell |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $544K | Buy |
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|
2021
Q1 | $460K | Buy |
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|
2020
Q4 | $346K | Buy |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | $196K | Buy |
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