West Branch Capital’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
$35.2K Hold
2025
Q2
$43.2K Hold
2025
Q1
$37.4K Hold
2024
Q4
$40.3K Hold
2024
Q3
$47.5K Hold
2024
Q2
$37.2K Hold
2024
Q1
$34.3K Hold
2023
Q4
$33.9K Hold
2023
Q3
$32.6K Hold
2023
Q2
$29.3K Hold
2023
Q1
$27K Hold
2022
Q4
$24.3K Hold
2022
Q3
$21K Hold
2022
Q2
$21K Buy
2022
Q1
$22K Sell
2021
Q4
$44K Sell
2021
Q3
$47K Hold
2021
Q2
$44K Buy