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PBMares Wealth Management LLC

SEC CIK
0001801682
Latest filing
Oct 27, 2025

CARR holding history

Carrier Global Corp in every 13F filed by PBMares Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CARR overviewAll 13F holders of CARRFull Q3 2025 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
5
Since Q3 2023
Holdings of CARR by PBMares Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−3,017−100.0%Sold outHolders
Q4 20243,017$205.9K<0.1%+3+0.1%AddedHolders
Q3 20243,014$242.6K0.1%−361−10.7%ReducedHolders
Q2 20243,375$212.9K0.1%+3,375NewHolders
Q1 20240$00.0%−3,788−100.0%Sold outHolders
Q4 20233,788$217.6K0.1%+10.0%AddedHolders
Q3 20233,787$209.0K0.1%+3,787NewHolders