Bard Financial 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 | $545K | Sell |
7,445
-675
| -8% | -$49.4K | 0.07% | 144 |
|
|
2025
Q1 | $515K | Hold |
8,120
| – | – | 0.06% | 148 |
|
|
2024
Q4 | $554K | Hold |
8,120
| – | – | 0.07% | 138 |
|
|
2024
Q3 | $654K | Sell |
8,120
-740
| -8% | -$59.6K | 0.08% | 136 |
|
|
2024
Q2 | $559K | Hold |
8,860
| – | – | 0.06% | 148 |
|
|
2024
Q1 | $515K | Hold |
8,860
| – | – | 0.05% | 151 |
|
|
2023
Q4 | $509K | Hold |
8,860
| – | – | 0.06% | 153 |
|
|
2023
Q3 | $489K | Hold |
8,860
| – | – | 0.06% | 148 |
|
|
2023
Q2 | $440K | Sell |
8,860
-250
| -3% | -$12.4K | 0.03% | 224 |
|
|
2023
Q1 | $417K | Hold |
9,110
| – | – | 0.03% | 224 |
|
|
2022
Q4 | $376K | Hold |
9,110
| – | – | 0.03% | 227 |
|
|
2022
Q3 | $324K | Sell |
9,110
-250
| -3% | -$8.89K | 0.03% | 230 |
|
|
2022
Q2 | $334K | Hold |
9,360
| – | – | 0.03% | 228 |
|
|
2022
Q1 | $429K | Sell |
9,360
-200
| -2% | -$9.17K | 0.03% | 207 |
|
|
2021
Q4 | $519K | Hold |
9,560
| – | – | 0.04% | 186 |
|
|
2021
Q3 | $495K | Hold |
9,560
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $465K | Hold |
9,560
| – | – | 0.04% | 192 |
|
|
2021
Q1 | $404K | Sell |
9,560
-1,250
| -12% | -$52.8K | 0.04% | 194 |
|
|
2020
Q4 | $408K | Buy |
+10,810
| New | +$408K | 0.04% | 185 |
|