Circle Wealth Management, LLC's ownership history for CARR

Circle Wealth Management, LLC currently holds 66.8K shares with a market value of $3.8M. It started holding CARR on 2024-09-30. At its peak, it held 66.8K shares on 2026-03-31. Its highest holding value was $5.2M on 2024-09-30. At its lowest, it held 65.0K shares on 2025-06-30, with a value of $3.5M on 2025-12-31. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 1.0K. In the recent year, Circle Wealth Management, LLC has increased its shares by 1.8K.