A detailed history of Wescott Financial Advisory Group, LLC transactions in Carrier Global Corp stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 3,799 shares of CARR stock, worth $281,315. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,799
Previous 3,791 0.21%
Holding current value
$281,315
Previous $239,000 27.62%
% of portfolio
0.04%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$61.9 - $80.88 $495 - $647
8 Added 0.21%
3,799 $305,000
Q2 2024

Aug 14, 2024

SELL
$53.38 - $66.22 $59,358 - $73,636
-1,112 Reduced 22.68%
3,791 $239,000
Q1 2023

May 10, 2023

BUY
$41.52 - $48.38 $203,572 - $237,207
4,903 New
4,903 $224,000

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 $61.9B
  • 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 Wescott Financial Advisory Group, LLC Portfolio

Follow Wescott Financial Advisory Group, LLC 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 Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.