Aull & Monroe 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 | $453K | Sell |
6,183
-2,600
| -30% | -$190K | 0.24% | 80 |
|
|
2025
Q1 | $557K | Sell |
8,783
-110
| -1% | -$6.97K | 0.28% | 74 |
|
|
2024
Q4 | $607K | Sell |
8,893
-1,025
| -10% | -$70K | 0.31% | 73 |
|
|
2024
Q3 | $798K | Sell |
9,918
-391
| -4% | -$31.5K | 0.37% | 62 |
|
|
2024
Q2 | $650K | Sell |
10,309
-125
| -1% | -$7.89K | 0.32% | 70 |
|
|
2024
Q1 | $607K | Hold |
10,434
| – | – | 0.28% | 75 |
|
|
2023
Q4 | $599K | Sell |
10,434
-250
| -2% | -$14.4K | 0.3% | 71 |
|
|
2023
Q3 | $590K | Sell |
10,684
-172
| -2% | -$9.49K | 0.31% | 75 |
|
|
2023
Q2 | $540K | Hold |
10,856
| – | – | 0.27% | 77 |
|
|
2023
Q1 | $497K | Sell |
10,856
-100
| -0.9% | -$4.58K | 0.25% | 80 |
|
|
2022
Q4 | $452K | Sell |
10,956
-1,400
| -11% | -$57.8K | 0.22% | 84 |
|
|
2022
Q3 | $440K | Sell |
12,356
-950
| -7% | -$33.8K | 0.24% | 81 |
|
|
2022
Q2 | $474K | Sell |
13,306
-150
| -1% | -$5.34K | 0.24% | 85 |
|
|
2022
Q1 | $617K | Sell |
13,456
-50
| -0.4% | -$2.29K | 0.28% | 77 |
|
|
2021
Q4 | $733K | Sell |
13,506
-200
| -1% | -$10.9K | 0.33% | 71 |
|
|
2021
Q3 | $710K | Hold |
13,706
| – | – | 0.35% | 70 |
|
|
2021
Q2 | $667K | Sell |
13,706
-350
| -2% | -$17K | 0.32% | 76 |
|
|
2021
Q1 | $593K | Sell |
14,056
-475
| -3% | -$20K | 0.29% | 79 |
|
|
2020
Q4 | $548K | Sell |
14,531
-652
| -4% | -$24.6K | 0.29% | 78 |
|
|
2020
Q3 | $464K | Sell |
15,183
-1,850
| -11% | -$56.5K | 0.27% | 83 |
|
|
2020
Q2 | $378K | Buy |
+17,033
| New | +$378K | 0.23% | 90 |
|