A detailed history of Congress Wealth Management LLC transactions in Carrier Global Corp stock. As of the latest transaction made, Congress Wealth Management LLC holds 5,025 shares of CARR stock, worth $401,598. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,025
Previous 4,401 14.18%
Holding current value
$401,598
Previous $255,000 23.92%
% of portfolio
0.01%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$53.38 - $66.22 $33,309 - $41,321
624 Added 14.18%
5,025 $316,000
Q1 2024

Apr 18, 2024

SELL
$53.43 - $59.82 $66,039 - $73,937
-1,236 Reduced 21.93%
4,401 $255,000
Q4 2023

Feb 09, 2024

BUY
$46.4 - $58.81 $2,784 - $3,528
60 Added 1.08%
5,637 $323,000
Q3 2023

Oct 30, 2023

SELL
$49.07 - $59.8 $245 - $299
-5 Reduced 0.09%
5,577 $307,000
Q2 2023

Jul 13, 2023

BUY
$40.65 - $49.71 $5,406 - $6,611
133 Added 2.44%
5,582 $277,000
Q1 2023

Apr 14, 2023

SELL
$41.52 - $48.38 $4,068 - $4,741
-98 Reduced 1.77%
5,449 $249,000
Q4 2022

Feb 02, 2023

SELL
$34.06 - $44.93 $4,768 - $6,290
-140 Reduced 2.46%
5,547 $228,000
Q3 2022

Nov 08, 2022

SELL
$35.28 - $44.41 $18,874 - $23,759
-535 Reduced 8.6%
5,687 $203,000
Q2 2022

Aug 11, 2022

SELL
$34.41 - $46.04 $2,615 - $3,499
-76 Reduced 1.21%
6,222 $222,000
Q1 2022

May 16, 2022

SELL
$42.91 - $53.82 $27,848 - $34,929
-649 Reduced 9.34%
6,298 $289,000
Q4 2021

Feb 04, 2022

BUY
$50.3 - $57.15 $349,434 - $397,021
6,947 New
6,947 $377,000

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 $66.8B
  • 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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