Arkadios Wealth Advisors’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 | $736K | Buy |
10,062
+884
| +10% | +$64.7K | 0.02% | 690 |
|
|
2025
Q1 | $582K | Sell |
9,178
-1,045
| -10% | -$66.2K | 0.02% | 650 |
|
|
2024
Q4 | $698K | Sell |
10,223
-1,976
| -16% | -$135K | 0.04% | 423 |
|
|
2024
Q3 | $982K | Buy |
12,199
+159
| +1% | +$12.8K | 0.06% | 330 |
|
|
2024
Q2 | $759K | Buy |
12,040
+1,498
| +14% | +$94.5K | 0.05% | 342 |
|
|
2024
Q1 | $613K | Buy |
10,542
+254
| +2% | +$14.8K | 0.05% | 345 |
|
|
2023
Q4 | $591K | Buy |
10,288
+661
| +7% | +$38K | 0.05% | 326 |
|
|
2023
Q3 | $531K | Buy |
9,627
+1,643
| +21% | +$90.7K | 0.05% | 318 |
|
|
2023
Q2 | $397K | Sell |
7,984
-115
| -1% | -$5.72K | 0.05% | 364 |
|
|
2023
Q1 | $371K | Buy |
+8,099
| New | +$371K | 0.04% | 377 |
|
|
2022
Q1 | – | Sell |
-9,128
| Closed | -$495K | – | 561 |
|
|
2021
Q4 | $495K | Sell |
9,128
-7,124
| -44% | -$386K | 0.07% | 321 |
|
|
2021
Q3 | $841K | Sell |
16,252
-4,094
| -20% | -$212K | 0.12% | 189 |
|
|
2021
Q2 | $988K | Sell |
20,346
-10,451
| -34% | -$508K | 0.12% | 201 |
|
|
2021
Q1 | $1.3M | Buy |
30,797
+29,220
| +1,853% | +$1.23M | 0.21% | 121 |
|
|
2020
Q4 | $59K | Sell |
1,577
-128
| -8% | -$4.79K | 0.01% | 518 |
|
|
2020
Q3 | $55.9K | Buy |
1,705
+100
| +6% | +$3.28K | 0.03% | 387 |
|
|
2020
Q2 | $40.4K | Buy |
+1,605
| New | +$40.4K | 0.02% | 406 |
|