Wescott Financial Advisory Group’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 | $237K | Sell |
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|
2025
Q2 | $294K | Buy |
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|
2025
Q1 | $253K | Buy |
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|
2024
Q4 | $269K | Buy |
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|
2024
Q3 | $306K | Buy |
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|
2024
Q2 | $239K | Sell |
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|
2024
Q1 | $285K | Hold |
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|
2023
Q4 | $282K | Hold |
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|
2023
Q3 | $271K | Hold |
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|
2023
Q2 | $244K | Hold |
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|
2023
Q1 | $224K | Buy |
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