Athena Investment 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 | $488K | Hold |
6,664
| – | – | 0.27% | 89 |
|
|
2025
Q1 | $422K | Sell |
6,664
-50
| -0.7% | -$3.17K | 0.26% | 90 |
|
|
2024
Q4 | $458K | Hold |
6,714
| – | – | 0.27% | 88 |
|
|
2024
Q3 | $540K | Hold |
6,714
| – | – | 0.31% | 77 |
|
|
2024
Q2 | $424K | Sell |
6,714
-4
| -0.1% | -$252 | 0.26% | 91 |
|
|
2024
Q1 | $391K | Hold |
6,718
| – | – | 0.23% | 101 |
|
|
2023
Q4 | $386K | Hold |
6,718
| – | – | 0.25% | 93 |
|
|
2023
Q3 | $371K | Hold |
6,718
| – | – | 0.27% | 92 |
|
|
2023
Q2 | $334K | Hold |
6,718
| – | – | 0.23% | 100 |
|
|
2023
Q1 | $307K | Hold |
6,718
| – | – | 0.22% | 107 |
|
|
2022
Q4 | $277K | Buy |
6,718
+78
| +1% | +$3.22K | 0.2% | 112 |
|
|
2022
Q3 | $236K | Sell |
6,640
-78
| -1% | -$2.77K | 0.2% | 115 |
|
|
2022
Q2 | $240K | Hold |
6,718
| – | – | 0.19% | 116 |
|
|
2022
Q1 | $310K | Buy |
+6,718
| New | +$310K | 0.24% | 89 |
|