Aberdeen 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 | $256K | Hold |
3,500
| – | – | 0.17% | 125 |
|
|
2025
Q1 | $222K | Hold |
3,500
| – | – | 0.15% | 135 |
|
|
2024
Q4 | $239K | Sell |
3,500
-600
| -15% | -$41K | 0.16% | 130 |
|
|
2024
Q3 | $330K | Sell |
4,100
-200
| -5% | -$16.1K | 0.22% | 112 |
|
|
2024
Q2 | $271K | Sell |
4,300
-100
| -2% | -$6.31K | 0.18% | 127 |
|
|
2024
Q1 | $256K | Hold |
4,400
| – | – | 0.15% | 133 |
|
|
2023
Q4 | $253K | Hold |
4,400
| – | – | 0.18% | 127 |
|
|
2023
Q3 | $243K | Hold |
4,400
| – | – | 0.18% | 127 |
|
|
2023
Q2 | $219K | Hold |
4,400
| – | – | 0.16% | 135 |
|
|
2023
Q1 | $201K | Buy |
+4,400
| New | +$201K | 0.15% | 140 |
|
|
2022
Q2 | – | Sell |
-4,400
| Closed | -$202K | – | 166 |
|
|
2022
Q1 | $202K | Hold |
4,400
| – | – | 0.14% | 143 |
|
|
2021
Q4 | $239K | Hold |
4,400
| – | – | 0.16% | 130 |
|
|
2021
Q3 | $228K | Sell |
4,400
-100
| -2% | -$5.18K | 0.22% | 114 |
|
|
2021
Q2 | $219K | Buy |
+4,500
| New | +$219K | 0.2% | 117 |
|