Welch & Forbes’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
$8.54M Sell
2025
Q2
$10.5M Sell
2025
Q1
$9.33M Sell
2024
Q4
$10.1M Sell
2024
Q3
$12.1M Sell
2024
Q2
$9.59M Sell
2024
Q1
$9.4M Sell
2023
Q4
$10.5M Sell
2023
Q3
$10.9M Sell
2023
Q2
$10.5M Sell
2023
Q1
$12.7M Sell
2022
Q4
$11.5M Sell
2022
Q3
$10.1M Sell
2022
Q2
$10.2M Sell
2022
Q1
$13.2M Buy
2021
Q4
$15.3M Sell
2021
Q3
$14.8M Sell
2021
Q2
$14.2M Sell
2021
Q1
$12.5M Sell
2020
Q4
$11.2M Sell
2020
Q3
$9.48M Sell
2020
Q2
$8.41M Buy