Axxcess Wealth Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.75M | Buy |
78,497
+71,480
| +1,019% | +$5.23M | 0.13% | 132 |
|
|
2025
Q1 | $445K | Sell |
7,017
-437
| -6% | -$27.7K | 0.01% | 588 |
|
|
2024
Q4 | $509K | Sell |
7,454
-4,609
| -38% | -$315K | 0.01% | 539 |
|
|
2024
Q3 | $971K | Sell |
12,063
-1,971
| -14% | -$159K | 0.02% | 395 |
|
|
2024
Q2 | $885K | Sell |
14,034
-583
| -4% | -$36.8K | 0.02% | 400 |
|
|
2024
Q1 | $850K | Buy |
14,617
+809
| +6% | +$47K | 0.02% | 408 |
|
|
2023
Q4 | $793K | Buy |
13,808
+4,792
| +53% | +$275K | 0.02% | 404 |
|
|
2023
Q3 | $498K | Buy |
9,016
+3,618
| +67% | +$200K | 0.02% | 472 |
|
|
2023
Q2 | $268K | Buy |
+5,398
| New | +$268K | 0.02% | 478 |
|
|
2022
Q2 | – | Sell |
-6,639
| Closed | -$305K | – | 550 |
|
|
2022
Q1 | $305K | Hold |
6,639
| – | – | 0.02% | 463 |
|
|
2021
Q4 | $360K | Buy |
+6,639
| New | +$360K | 0.03% | 429 |
|