Prestige Wealth Management Group’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.4K | Sell |
647
-40
| -6% | -$2.37K | 0.01% | 283 |
|
|
2025
Q4 | $36.3K | Buy |
687
+40
| +6% | +$2.22K | 0.01% | 286 |
|
|
2025
Q3 | $38.6K | Hold |
647
| – | – | 0.01% | 296 |
|
|
2025
Q2 | $47.4K | Hold |
647
| – | – | 0.01% | 261 |
|
|
2025
Q1 | $41K | Sell |
647
-226
| -26% | -$15K | 0.01% | 273 |
|
|
2024
Q4 | $59.7K | Buy |
873
+1
| +0.1% | +$75 | 0.01% | 240 |
|
|
2024
Q3 | $70.2K | Buy |
872
+225
| +35% | +$15.7K | 0.01% | 224 |
|
|
2024
Q2 | $40.9K | Hold |
647
| – | – | 0.01% | 243 |
|
|
2024
Q1 | $37.6K | Hold |
647
| – | – | 0.01% | 280 |
|
|
2023
Q4 | $37.3K | Hold |
647
| – | – | 0.01% | 269 |
|
|
2023
Q3 | $35.7K | Hold |
647
| – | – | 0.01% | 273 |
|
|
2023
Q2 | $32.3K | Sell |
647
-2
| -0.3% | -$88 | 0.01% | 307 |
|
|
2023
Q1 | $29.7K | Sell |
649
-175
| -21% | -$7.83K | 0.01% | 285 |
|
|
2022
Q4 | $34.1K | Buy |
824
+175
| +27% | +$7.1K | 0.01% | 290 |
|
|
2022
Q3 | $23K | Hold |
649
| – | – | 0.01% | 295 |
|
|
2022
Q2 | $23K | Hold |
649
| – | – | 0.01% | 309 |
|
|
2022
Q1 | $29K | Hold |
649
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $35K | Sell |
649
-64
| -9% | -$3.45K | 0.01% | 298 |
|
|
2021
Q3 | $37K | Buy |
713
+64
| +10% | +$3.44K | 0.01% | 285 |
|
|
2021
Q2 | $32K | Sell |
649
-48
| -7% | -$2.15K | 0.01% | 289 |
|
|
2021
Q1 | $30K | Hold |
697
| – | – | 0.01% | 302 |
|
|
2020
Q4 | $27K | Sell |
697
-30
| -4% | -$1.09K | 0.01% | 309 |
|
|
2020
Q3 | $22K | Buy |
727
+10
| +1% | +$283 | 0.01% | 331 |
|
|
2020
Q2 | $16K | Buy |
+717
| New | +$13.3K | 0.01% | 362 |
|
Other funds holding CARR
VCM
VPM
