A detailed history of Heritage Wealth Management, Inc. transactions in Carrier Global Corp stock. As of the latest transaction made, Heritage Wealth Management, Inc. holds 4,146 shares of CARR stock, worth $224,298. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,146
Previous 4,146 -0.0%
Holding current value
$224,298
Previous $303 Million 18.43%
% of portfolio
0.07%
Previous 0.1%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025

SELL
$55.55 - $75.83 $44,440 - $60,664
-800 Reduced 16.17%
4,146 $303 Million
Q1 2025

Apr 29, 2025

SELL
$62.07 - $70.55 $67,532 - $76,758
-1,088 Reduced 18.03%
4,946 $314 Million
Q2 2024

Sep 09, 2024

BUY
$53.38 - $66.22 $322,094 - $399,571
6,034 New
6,034 $382 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 $45.2B
  • 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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