BFIM
Beese Fulmer Investment Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Buy |
19,834
+1,285
| +7% | +$94K | 0.11% | 120 |
|
|
2025
Q1 | $1.18M | Sell |
18,549
-338
| -2% | -$21.4K | 0.1% | 115 |
|
|
2024
Q4 | $1.29M | Sell |
18,887
-357
| -2% | -$24.4K | 0.11% | 107 |
|
|
2024
Q3 | $1.55M | Sell |
19,244
-151
| -0.8% | -$12.2K | 0.13% | 99 |
|
|
2024
Q2 | $1.22M | Sell |
19,395
-41
| -0.2% | -$2.59K | 0.11% | 109 |
|
|
2024
Q1 | $1.13M | Sell |
19,436
-38
| -0.2% | -$2.21K | 0.11% | 116 |
|
|
2023
Q4 | $1.12M | Buy |
19,474
+181
| +0.9% | +$10.4K | 0.12% | 115 |
|
|
2023
Q3 | $1.06M | Sell |
19,293
-73
| -0.4% | -$4.03K | 0.12% | 113 |
|
|
2023
Q2 | $963K | Buy |
19,366
+6,204
| +47% | +$308K | 0.1% | 118 |
|
|
2023
Q1 | $602K | Buy |
13,162
+601
| +5% | +$27.5K | 0.07% | 142 |
|
|
2022
Q4 | $518K | Buy |
12,561
+80
| +0.6% | +$3.3K | 0.06% | 150 |
|
|
2022
Q3 | $444K | Buy |
12,481
+296
| +2% | +$10.5K | 0.06% | 150 |
|
|
2022
Q2 | $435K | Buy |
12,185
+100
| +0.8% | +$3.57K | 0.06% | 156 |
|
|
2022
Q1 | $554K | Hold |
12,085
| – | – | 0.06% | 150 |
|
|
2021
Q4 | $655K | Buy |
12,085
+754
| +7% | +$40.9K | 0.07% | 144 |
|
|
2021
Q3 | $586K | Buy |
11,331
+274
| +2% | +$14.2K | 0.07% | 148 |
|
|
2021
Q2 | $537K | Sell |
11,057
-278
| -2% | -$13.5K | 0.06% | 151 |
|
|
2021
Q1 | $479K | Sell |
11,335
-500
| -4% | -$21.1K | 0.06% | 147 |
|
|
2020
Q4 | $446K | Sell |
11,835
-28
| -0.2% | -$1.06K | 0.06% | 143 |
|
|
2020
Q3 | $362K | Buy |
11,863
+165
| +1% | +$5.04K | 0.05% | 144 |
|
|
2020
Q2 | $260K | Buy |
+11,698
| New | +$260K | 0.04% | 162 |
|