Transform 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
Q1
$254K Hold
2024
Q4
$274K Hold
2024
Q3
$322K Hold
2024
Q2
$253K Sell
2024
Q1
$233K Sell
2023
Q4
$240K Sell
2023
Q3
$567K Sell
2023
Q2
$657K Sell
2023
Q1
$606K Sell
2022
Q4
$2.3M Buy
2022
Q3
$461K Sell
2022
Q2
$467K Sell
2022
Q1
$616K Buy
2021
Q4
$697K Sell
2021
Q3
$735K Sell
2021
Q2
$792K Buy
2021
Q1
$590K Sell
2020
Q4
$531K Sell
2020
Q3
$597K Sell
2020
Q2
$523K Buy