Valeo Financial Advisors’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 | $748K | Sell |
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|
2025
Q2 | $977K | Buy |
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|
2025
Q1 | $771K | Buy |
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|
2024
Q4 | $813K | Sell |
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|
2024
Q3 | $986K | Buy |
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|
2024
Q2 | $761K | Sell |
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|
2024
Q1 | $685K | Sell |
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|
2023
Q4 | $738K | Buy |
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|
2023
Q3 | $584K | Buy |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $559K | Buy |
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|
2022
Q4 | $407K | Buy |
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|
2022
Q3 | $274K | Buy |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $354K | Sell |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $463K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $307K | Sell |
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|
2020
Q4 | $342K | Sell |
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|
2020
Q3 | $281K | Sell |
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|
2020
Q2 | $326K | Sell |
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|
2020
Q1 | $470K | Buy |
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