SVB Wealth’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 | – | Sell |
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|
2025
Q2 | $305K | Sell |
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|
2025
Q1 | $785K | Sell |
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|
2024
Q4 | $892K | Buy |
|
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|
2024
Q3 | – | Sell |
|
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|
2024
Q2 | $867K | Sell |
|
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|
2024
Q1 | $883K | Sell |
|
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|
2023
Q4 | $949K | Sell |
|
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|
2023
Q3 | $959K | Sell |
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|
2023
Q2 | $967K | Sell |
|
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|
2023
Q1 | $1.32M | Sell |
|
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.46M | Buy |
|
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|
2022
Q2 | $1.33M | Buy |
|
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|
2022
Q1 | $1.69M | Buy |
|
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|
2021
Q4 | $1.98M | Buy |
|
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|
2021
Q3 | $1.76M | Sell |
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|
2021
Q2 | $1.78M | Buy |
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|
2021
Q1 | $1.47M | Sell |
|
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|
2020
Q4 | $1.37M | Sell |
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|
2020
Q3 | $1.14M | Sell |
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|
2020
Q2 | $866K | Buy |
|