Resonant Capital 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 | $643K | Sell |
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|
2025
Q2 | $795K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $668K | Sell |
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|
2024
Q3 | $808K | Buy |
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|
2024
Q2 | $622K | Buy |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $539K | Sell |
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|
2023
Q3 | $518K | Buy |
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|
2023
Q2 | $369K | Sell |
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|
2023
Q1 | $342K | Sell |
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|
2022
Q4 | $311K | Buy |
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|
2022
Q3 | $234K | Buy |
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|
2022
Q2 | $224K | Sell |
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|
2022
Q1 | $288K | Buy |
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|
2021
Q4 | $337K | Buy |
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|
2021
Q3 | $305K | Buy |
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|
2021
Q2 | $283K | Buy |
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|
2021
Q1 | $243K | Hold |
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|
2020
Q4 | $218K | Buy |
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