Shakespeare Wealth Management’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 | $495K | Hold |
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|
2025
Q2 | $606K | Hold |
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|
2025
Q1 | $525K | Hold |
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|
2024
Q4 | $566K | Sell |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $523K | Hold |
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|
2024
Q1 | $482K | Hold |
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|
2023
Q4 | $476K | Hold |
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|
2023
Q3 | $457K | Hold |
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|
2023
Q2 | $412K | Hold |
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|
2023
Q1 | $379K | Hold |
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|
2022
Q4 | $342K | Hold |
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|
2022
Q3 | $295K | Sell |
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|
2022
Q2 | $297K | Hold |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $449K | Hold |
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|
2021
Q3 | $435K | Hold |
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|
2021
Q2 | $467K | Hold |
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|
2021
Q1 | $350K | Hold |
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|
2020
Q4 | $313K | Hold |
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|
2020
Q3 | $253K | Buy |
|