A detailed history of Pacific Capital Wealth Advisors, Inc transactions in Carrier Global Corp stock. As of the latest transaction made, Pacific Capital Wealth Advisors, Inc holds 848 shares of CARR stock, worth $64,168. This represents 0.01% of its overall portfolio holdings.

Number of Shares
848
Previous 778 9.0%
Holding current value
$64,168
Previous $49,000 38.78%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024

BUY
$61.9 - $80.88 $4,333 - $5,661
70 Added 9.0%
848 $68,000
Q4 2023

Feb 06, 2024

BUY
$46.4 - $58.81 $36,099 - $45,754
778 New
778 $44,000
Q4 2020

Feb 16, 2021

SELL
$30.77 - $40.5 $23,939 - $31,509
-778 Closed
0 $0
Q3 2020

Nov 16, 2020

BUY
$22.61 - $31.03 $17,590 - $24,141
778 New
778 $24,000

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 $63.3B
  • 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 Pacific Capital Wealth Advisors, Inc Portfolio

Follow Pacific Capital 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 Pacific Capital Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Pacific Capital Wealth Advisors, Inc with notifications on news.