Advisor OS’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 | $1.52M | Buy |
20,827
+2,188
| +12% | +$160K | 0.15% | 97 |
|
|
2025
Q1 | $1.18M | Buy |
18,639
+4,826
| +35% | +$306K | 0.13% | 108 |
|
|
2024
Q4 | $943K | Buy |
13,813
+2,825
| +26% | +$193K | 0.11% | 131 |
|
|
2024
Q3 | $884K | Buy |
10,988
+1,464
| +15% | +$118K | 0.09% | 172 |
|
|
2024
Q2 | $601K | Buy |
9,524
+252
| +3% | +$15.9K | 0.07% | 224 |
|
|
2024
Q1 | $539K | Sell |
9,272
-232
| -2% | -$13.5K | 0.06% | 225 |
|
|
2023
Q4 | $546K | Buy |
9,504
+743
| +8% | +$42.7K | 0.07% | 209 |
|
|
2023
Q3 | $484K | Buy |
8,761
+287
| +3% | +$15.8K | 0.07% | 190 |
|
|
2023
Q2 | $421K | Buy |
+8,474
| New | +$421K | 0.07% | 207 |
|