Apollon 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 | $1.74M | Sell |
23,832
-4,925
| -17% | -$360K | 0.03% | 388 |
|
|
2025
Q1 | $1.82M | Buy |
28,757
+2,774
| +11% | +$176K | 0.04% | 352 |
|
|
2024
Q4 | $1.77M | Buy |
25,983
+3,468
| +15% | +$237K | 0.04% | 365 |
|
|
2024
Q3 | $1.81M | Buy |
22,515
+1,238
| +6% | +$99.6K | 0.05% | 330 |
|
|
2024
Q2 | $1.34M | Sell |
21,277
-3,692
| -15% | -$233K | 0.04% | 377 |
|
|
2024
Q1 | $1.45M | Buy |
24,969
+6,519
| +35% | +$379K | 0.05% | 358 |
|
|
2023
Q4 | $1.06M | Buy |
18,450
+7,333
| +66% | +$421K | 0.04% | 431 |
|
|
2023
Q3 | $614K | Sell |
11,117
-1,197
| -10% | -$66.1K | 0.03% | 493 |
|
|
2023
Q2 | $612K | Buy |
12,314
+1,043
| +9% | +$51.8K | 0.03% | 538 |
|
|
2023
Q1 | $516K | Buy |
11,271
+145
| +1% | +$6.63K | 0.03% | 528 |
|
|
2022
Q4 | $459K | Buy |
11,126
+4,356
| +64% | +$180K | 0.03% | 537 |
|
|
2022
Q3 | $241K | Buy |
+6,770
| New | +$241K | 0.02% | 672 |
|
|
2022
Q2 | – | Sell |
-4,985
| Closed | -$229K | – | 759 |
|
|
2022
Q1 | $229K | Buy |
4,985
+349
| +8% | +$16K | 0.02% | 663 |
|
|
2021
Q4 | $252K | Buy |
+4,636
| New | +$252K | 0.02% | 630 |
|
|
2020
Q3 | – | Sell |
-198
| Closed | -$4K | – | 229 |
|
|
2020
Q2 | $4K | Buy |
+198
| New | +$4K | ﹤0.01% | 573 |
|