Carrier Global Corporation shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Carrier Global Corporation (CARR) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Carrier Global Corporation
Tip: Access up to 7 years of quarterly data
All positions including Carrier Global Corporation held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Carrier Global Corporation by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 4.0k | 59.70 |
| 2025-06-30 | $294k | 4.0k | 73.19 |
| 2025-03-31 | $253k | 4.0k | 63.40 |
| 2024-12-31 | $269k | 3.9k | 68.26 |
| 2024-09-30 | $306k | 3.8k | 80.49 |
| 2024-06-30 | $239k | 3.8k | 63.08 |
| 2024-03-31 | $285k | 4.9k | 58.13 |
| 2023-09-30 | $271k | 4.9k | 55.20 |
| 2023-06-30 | $244k | 4.9k | 49.71 |
| 2023-03-31 | $224k | 4.9k | 45.75 |
More positions owned by Wescott Financial Advisory Group
View all positions for Wescott Financial Advisory Group