AWP
Abacus Wealth Partners’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $291K | Buy |
3,982
+165
| +4% | +$12.1K | 0.04% | 78 |
|
|
2025
Q1 | $242K | Buy |
3,817
+365
| +11% | +$23.1K | 0.04% | 75 |
|
|
2024
Q4 | $236K | Buy |
3,452
+32
| +0.9% | +$2.18K | 0.04% | 78 |
|
|
2024
Q3 | $275K | Buy |
+3,420
| New | +$275K | 0.04% | 75 |
|
|
2022
Q1 | – | Sell |
-3,931
| Closed | -$213K | – | 99 |
|
|
2021
Q4 | $213K | Sell |
3,931
-55
| -1% | -$2.98K | 0.08% | 113 |
|
|
2021
Q3 | $206K | Buy |
+3,986
| New | +$206K | 0.08% | 109 |
|