Atwood & Palmer’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 | $557K | Hold |
7,607
| – | – | 0.03% | 111 |
|
|
2025
Q1 | $482K | Sell |
7,607
-100
| -1% | -$6.34K | 0.03% | 111 |
|
|
2024
Q4 | $526K | Hold |
7,707
| – | – | 0.04% | 111 |
|
|
2024
Q3 | $620K | Hold |
7,707
| – | – | 0.04% | 101 |
|
|
2024
Q2 | $486K | Sell |
7,707
-100
| -1% | -$6.31K | 0.04% | 104 |
|
|
2024
Q1 | $454K | Buy |
7,807
+57
| +0.7% | +$3.31K | 0.03% | 109 |
|
|
2023
Q4 | $445K | Hold |
7,750
| – | – | 0.04% | 111 |
|
|
2023
Q3 | $428K | Hold |
7,750
| – | – | 0.04% | 107 |
|
|
2023
Q2 | $385K | Buy |
7,750
+400
| +5% | +$19.9K | 0.03% | 116 |
|
|
2023
Q1 | $336K | Hold |
7,350
| – | – | 0.03% | 113 |
|
|
2022
Q4 | $303K | Hold |
7,350
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $261K | Hold |
7,350
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $262K | Sell |
7,350
-1,675
| -19% | -$59.7K | 0.03% | 128 |
|
|
2022
Q1 | $414K | Hold |
9,025
| – | – | 0.04% | 115 |
|
|
2021
Q4 | $490K | Hold |
9,025
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $467K | Hold |
9,025
| – | – | 0.04% | 113 |
|
|
2021
Q2 | $439K | Hold |
9,025
| – | – | 0.04% | 117 |
|
|
2021
Q1 | $381K | Hold |
9,025
| – | – | 0.04% | 122 |
|
|
2020
Q4 | $340K | Hold |
9,025
| – | – | 0.04% | 120 |
|
|
2020
Q3 | $276K | Sell |
9,025
-305
| -3% | -$9.33K | 0.03% | 115 |
|
|
2020
Q2 | $207K | Buy |
+9,330
| New | +$207K | 0.03% | 122 |
|