Aries 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 | $275K | Hold |
3,760
| – | – | 0.07% | 191 |
|
|
2025
Q1 | $238K | Hold |
3,760
| – | – | 0.06% | 202 |
|
|
2024
Q4 | $257K | Hold |
3,760
| – | – | 0.07% | 195 |
|
|
2024
Q3 | $303K | Hold |
3,760
| – | – | 0.08% | 183 |
|
|
2024
Q2 | $237K | Hold |
3,760
| – | – | 0.07% | 185 |
|
|
2024
Q1 | $219K | Hold |
3,760
| – | – | 0.07% | 193 |
|
|
2023
Q4 | $216K | Sell |
3,760
-225
| -6% | -$12.9K | 0.08% | 188 |
|
|
2023
Q3 | $212K | Buy |
+3,985
| New | +$212K | 0.08% | 184 |
|
|
2022
Q1 | – | Sell |
-4,080
| Closed | -$221K | – | 92 |
|
|
2021
Q4 | $221K | Hold |
4,080
| – | – | 0.08% | 167 |
|
|
2021
Q3 | $211K | Buy |
+4,080
| New | +$211K | 0.09% | 169 |
|