Wendell David Associates’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 | $995K | Sell |
|
|||||
|
2025
Q2 | $1.25M | Sell |
|
|||||
|
2025
Q1 | $1.09M | Hold |
|
|||||
|
2024
Q4 | $1.17M | Hold |
|
|||||
|
2024
Q3 | $1.39M | Sell |
|
|||||
|
2024
Q2 | $1.11M | Sell |
|
|||||
|
2024
Q1 | $1.05M | Buy |
|
|||||
|
2023
Q4 | $1.03M | Buy |
|
|||||
|
2023
Q3 | $981K | Sell |
|
|||||
|
2023
Q2 | $891K | Sell |
|
|||||
|
2023
Q1 | $824K | Sell |
|
|||||
|
2022
Q4 | $766K | Sell |
|
|||||
|
2022
Q3 | $666K | Sell |
|
|||||
|
2022
Q2 | $673K | Buy |
|
|||||
|
2022
Q1 | $842K | Sell |
|
|||||
|
2021
Q4 | $1.08M | Sell |
|
|||||
|
2021
Q3 | $1.07M | Buy |
|
|||||
|
2021
Q2 | $974K | Hold |
|
|||||
|
2021
Q1 | $846K | Sell |
|
|||||
|
2020
Q4 | $795K | Sell |
|
|||||
|
2020
Q3 | $651K | Sell |
|
|||||
|
2020
Q2 | $656K | Buy |
|