Wilbanks Smith & Thomas Asset Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $697K | Sell |
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|
2023
Q4 | $696K | Buy |
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|
2023
Q3 | $656K | Sell |
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|
2023
Q2 | $608K | Buy |
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|
2023
Q1 | $537K | Sell |
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|
2022
Q4 | $525K | Buy |
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|
2022
Q3 | $405K | Sell |
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|
2022
Q2 | $459K | Buy |
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|
2022
Q1 | $494K | Buy |
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|
2021
Q4 | $695K | Hold |
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|
2021
Q3 | $663K | Buy |
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|
2021
Q2 | $621K | Buy |
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|
2021
Q1 | $513K | Buy |
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|
2020
Q4 | $415K | Hold |
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|
2020
Q3 | $336K | Sell |
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|
2020
Q2 | $254K | Buy |
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