Williams Jones Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $11.4M | Sell |
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|
2025
Q2 | $14.9M | Sell |
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|
2025
Q1 | $15.9M | Sell |
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|
2024
Q4 | $21.4M | Buy |
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|
2024
Q3 | $24.3M | Buy |
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|
2024
Q2 | $17M | Buy |
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|
2024
Q1 | $1.95M | Buy |
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|
2023
Q4 | $1.93M | Sell |
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|
2023
Q3 | $1.9M | Sell |
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|
2023
Q2 | $1.97M | Sell |
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|
2023
Q1 | $2.24M | Sell |
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|
2022
Q4 | $2.02M | Sell |
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|
2022
Q3 | $1.75M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $2.42M | Sell |
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|
2021
Q4 | $2.9M | Buy |
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|
2021
Q3 | $2.73M | Sell |
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|
2021
Q2 | $2.67M | Buy |
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|
2021
Q1 | $2.07M | Buy |
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|
2020
Q4 | $1.7M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $811K | Buy |
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