1858 Wealth Management’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
15,253
+11
| +0.1% | +$805 | 0.82% | 33 |
|
|
2025
Q1 | $966K | Buy |
15,242
+311
| +2% | +$19.7K | 0.82% | 36 |
|
|
2024
Q4 | $1.02M | Buy |
14,931
+1,420
| +11% | +$96.9K | 0.81% | 35 |
|
|
2024
Q3 | $1.09M | Sell |
13,511
-32
| -0.2% | -$2.58K | 0.89% | 30 |
|
|
2024
Q2 | $854K | Sell |
13,543
-213
| -2% | -$13.4K | 0.71% | 40 |
|
|
2024
Q1 | $790K | Hold |
13,756
| – | – | 0.75% | 41 |
|
|
2023
Q4 | $790K | Buy |
+13,756
| New | +$790K | 0.75% | 41 |
|