A detailed history of Bergan Kdv Wealth Management, LLC transactions in Carrier Global Corp stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 939 shares of CARR stock, worth $65,213. This represents 0.0% of its overall portfolio holdings.

Number of Shares
939
Previous 1,113 15.63%
Holding current value
$65,213
Previous $50,000 8.0%
% of portfolio
0.0%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$40.65 - $49.71 $7,073 - $8,649
-174 Reduced 15.63%
939 $46,000
Q4 2022

Jan 31, 2023

SELL
$34.06 - $44.93 $272 - $359
-8 Reduced 0.71%
1,113 $45,000
Q3 2022

Oct 24, 2022

SELL
$35.28 - $44.41 $423 - $532
-12 Reduced 1.06%
1,121 $40,000
Q2 2022

Jul 13, 2022

BUY
$34.41 - $46.04 $15,484 - $20,718
450 Added 65.89%
1,133 $40,000
Q1 2022

May 09, 2022

SELL
$42.91 - $53.82 $21,455 - $26,910
-500 Reduced 42.27%
683 $31,000
Q3 2021

Nov 12, 2021

BUY
$48.05 - $58.32 $24,025 - $29,160
500 Added 73.21%
1,183 $61,000
Q1 2021

May 11, 2021

BUY
$35.52 - $42.36 $284 - $338
8 Added 1.19%
683 $29,000
Q3 2020

Nov 05, 2020

SELL
$22.61 - $31.03 $7,325 - $10,053
-324 Reduced 32.43%
675 $21,000
Q2 2020

Aug 13, 2020

BUY
$12.89 - $24.37 $12,877 - $24,345
999 New
999 $22,000

Others Institutions Holding CARR

About CARRIER GLOBAL Corp


  • Ticker CARR
  • Exchange NYSE
  • Sector Industrials
  • Industry Building Products & Equipment
  • Shares Outstandng 836,262,016
  • Market Cap $58.1B
  • Description
  • Carrier Global Corporation provides heating, ventilating, and air conditioning (HVAC), refrigeration, fire, security, and building automation technologies worldwide. It operates through three segments: HVAC, Refrigeration, and Fire & Security. The HVAC segment provides products, controls, services, and solutions to meet the heating, cooling,...
More about CARR
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