Angeles 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
$334K Sell
4,563
-49
-1% -$3.59K 0.02% 242
2025
Q1
$292K Buy
4,612
+237
+5% +$15K 0.02% 217
2024
Q4
$299K Buy
4,375
+418
+11% +$28.5K 0.02% 211
2024
Q3
$318K Buy
3,957
+98
+3% +$7.89K 0.03% 188
2024
Q2
$243K Buy
3,859
+21
+0.5% +$1.33K 0.02% 206
2024
Q1
$223K Sell
3,838
-315
-8% -$18.3K 0.02% 202
2023
Q4
$239K Buy
4,153
+338
+9% +$19.4K 0.03% 179
2023
Q3
$211K Buy
+3,815
New +$211K 0.03% 164