Rothschild Investment LLC’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
Q2
$460K Sell
2025
Q1
$402K Buy
2024
Q4
$431K Sell
2024
Q3
$555K Sell
2024
Q2
$438K Buy
2024
Q1
$363K Buy
2023
Q4
$356K Sell
2023
Q3
$412K Buy
2023
Q2
$351K Buy
2023
Q1
$283K Buy
2022
Q4
$254K Buy
2022
Q3
$219K Hold
2022
Q2
$220K Hold
2022
Q1
$283K Hold
2021
Q4
$334K Hold
2021
Q3
$319K Hold
2021
Q2
$299K Hold
2021
Q1
$260K Hold
2020
Q4
$232K Buy