Sheets Smith 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
Q4 | – | Sell |
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|
2025
Q3 | $259K | Hold |
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|
2025
Q2 | $318K | Hold |
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|
2025
Q1 | $275K | Hold |
|
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|
2024
Q4 | $296K | Hold |
|
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|
2024
Q3 | $350K | Hold |
|
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|
2024
Q2 | $274K | Buy |
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|
2024
Q1 | $252K | Buy |
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|
2023
Q4 | $218K | Hold |
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|
2023
Q3 | $209K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $212K | Sell |
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|
2021
Q4 | $252K | Hold |
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|
2021
Q3 | $240K | Buy |
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|
2021
Q2 | $224K | Sell |
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|
2021
Q1 | $208K | Buy |
|