Carrier Global Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Carrier Global Corporation
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Quarterly reported holdings in Carrier Global Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $330k | 4.5k | 73.35 |
| 2026-03-31 | $44k | 774 | 56.31 |
| 2025-12-31 | $37k | 700 | 52.84 |
| 2025-09-30 | $42k | 700 | 59.70 |
| 2025-06-30 | $51k | 700 | 73.19 |
| 2025-03-31 | $44k | 700 | 63.40 |
| 2024-12-31 | $49k | 713 | 68.26 |
| 2024-09-30 | $57k | 712 | 80.49 |
| 2024-06-30 | $44k | 700 | 63.08 |
| 2024-03-31 | $76k | 1.3k | 58.13 |
| 2023-12-31 | $75k | 1.3k | 57.45 |
| 2023-09-30 | $39k | 700 | 55.20 |
| 2023-06-30 | $35k | 700 | 49.71 |
| 2023-03-31 | $33k | 725 | 45.75 |
| 2022-12-31 | $30k | 725 | 41.25 |
| 2022-09-30 | $26k | 725 | 35.86 |
| 2022-06-30 | $26k | 725 | 35.86 |
| 2022-03-31 | $33k | 725 | 45.52 |
| 2021-12-31 | $39k | 725 | 54.24 |
| 2021-09-30 | $38k | 725 | 51.76 |
| 2021-06-30 | $35k | 725 | 48.60 |
| 2021-03-31 | $1.1k | 25 | 42.24 |