Avantax Advisory Services’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 | $6.25M | Buy |
85,332
+4,945
| +6% | +$362K | 0.03% | 382 |
|
|
2025
Q1 | $5.1M | Sell |
80,387
-10,793
| -12% | -$684K | 0.03% | 407 |
|
|
2024
Q4 | $6.22M | Buy |
91,180
+7,432
| +9% | +$507K | 0.04% | 334 |
|
|
2024
Q3 | $6.74M | Buy |
83,748
+1,194
| +1% | +$96.1K | 0.04% | 321 |
|
|
2024
Q2 | $5.21M | Buy |
82,554
+18,289
| +28% | +$1.15M | 0.04% | 356 |
|
|
2024
Q1 | $3.74M | Buy |
64,265
+1,286
| +2% | +$74.8K | 0.03% | 377 |
|
|
2023
Q4 | $3.62M | Buy |
62,979
+85
| +0.1% | +$4.88K | 0.04% | 345 |
|
|
2023
Q3 | $3.47M | Buy |
62,894
+26,556
| +73% | +$1.47M | 0.04% | 323 |
|
|
2023
Q2 | $1.81M | Buy |
36,338
+3,016
| +9% | +$150K | 0.02% | 484 |
|
|
2023
Q1 | $1.52M | Sell |
33,322
-776
| -2% | -$35.5K | 0.02% | 521 |
|
|
2022
Q4 | $1.41M | Sell |
34,098
-6,057
| -15% | -$250K | 0.02% | 519 |
|
|
2022
Q3 | $1.43M | Buy |
40,155
+3,595
| +10% | +$128K | 0.02% | 457 |
|
|
2022
Q2 | $1.3M | Buy |
36,560
+3,493
| +11% | +$125K | 0.02% | 482 |
|
|
2022
Q1 | $1.52M | Buy |
33,067
+3,603
| +12% | +$166K | 0.02% | 443 |
|
|
2021
Q4 | $1.6M | Buy |
29,464
+4,175
| +17% | +$226K | 0.02% | 407 |
|
|
2021
Q3 | $1.31M | Buy |
25,289
+2,309
| +10% | +$120K | 0.02% | 415 |
|
|
2021
Q2 | $1.11M | Buy |
22,980
+2,398
| +12% | +$116K | 0.02% | 452 |
|
|
2021
Q1 | $866K | Buy |
20,582
+4,182
| +26% | +$176K | 0.02% | 464 |
|
|
2020
Q4 | $623K | Sell |
16,400
-9,851
| -38% | -$374K | 0.01% | 493 |
|
|
2020
Q3 | $804K | Buy |
26,251
+8,481
| +48% | +$260K | 0.01% | 611 |
|
|
2020
Q2 | $393K | Buy |
+17,770
| New | +$393K | 0.01% | 545 |
|