Waldron Private 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 | $242K | Hold |
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|
2025
Q2 | $296K | Sell |
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|
2025
Q1 | $270K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $698K | Buy |
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|
2024
Q2 | $493K | Sell |
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|
2024
Q1 | $468K | Buy |
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|
2023
Q4 | $455K | Sell |
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|
2023
Q3 | $448K | Buy |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $416K | Buy |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $248K | Sell |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $336K | Buy |
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|
2021
Q3 | $321K | Buy |
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|
2021
Q2 | $211K | Buy |
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