A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Carrier Global Corp stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 4,549 shares of CARR stock, worth $317,429. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,549
Previous 4,214 7.95%
Holding current value
$317,429
Previous $288 Million 0.28%
% of portfolio
0.2%
Previous 0.2%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025

BUY
$62.07 - $70.55 $20,793 - $23,634
335 Added 7.95%
4,549 $288 Million
Q4 2024

Feb 14, 2025

BUY
$66.69 - $82.65 $281,031 - $348,287
4,214 New
4,214 $288 Million

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 $58.4B
  • 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
Track This Portfolio

Track Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.