West Oak 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 | $2.55K | Hold |
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|
2025
Q2 | $3.13K | Hold |
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|
2025
Q1 | $2.71K | Sell |
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|
2024
Q4 | $3.33M | Hold |
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|
2024
Q3 | $3.92K | Hold |
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|
2024
Q2 | $308K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $296K | Buy |
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|
2023
Q3 | $289K | Buy |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $168K | Sell |
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|
2022
Q3 | $170K | Sell |
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|
2022
Q2 | $180K | Sell |
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|
2022
Q1 | $261K | Hold |
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|
2021
Q4 | $309K | Sell |
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|
2021
Q3 | $310K | Hold |
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|
2021
Q2 | $291K | Hold |
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|
2021
Q1 | $253K | Sell |
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|
2020
Q4 | $251K | Buy |
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|
2020
Q3 | $174K | Buy |
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|
2020
Q2 | $86K | Buy |
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