Belpointe Asset 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 | $279K | Buy |
+3,807
| New | +$279K | 0.01% | 775 |
|
|
2025
Q1 | – | Sell |
-3,293
| Closed | -$240K | – | 928 |
|
|
2024
Q4 | $240K | Sell |
3,293
-21
| -0.6% | -$1.53K | 0.01% | 736 |
|
|
2024
Q3 | $267K | Buy |
+3,314
| New | +$267K | 0.02% | 702 |
|
|
2023
Q2 | – | Sell |
-7,999
| Closed | -$366K | – | 997 |
|
|
2023
Q1 | $366K | Buy |
7,999
+1,454
| +22% | +$66.5K | 0.02% | 667 |
|
|
2022
Q4 | $270K | Buy |
6,545
+2,370
| +57% | +$97.8K | 0.02% | 758 |
|
|
2022
Q3 | $148K | Buy |
4,175
+196
| +5% | +$6.95K | 0.01% | 971 |
|
|
2022
Q2 | $142K | Buy |
3,979
+228
| +6% | +$8.14K | 0.01% | 961 |
|
|
2022
Q1 | $171K | Sell |
3,751
-1,778
| -32% | -$81.1K | 0.01% | 970 |
|
|
2021
Q4 | $299K | Buy |
5,529
+800
| +17% | +$43.3K | 0.02% | 713 |
|
|
2021
Q3 | $246K | Sell |
4,729
-3,999
| -46% | -$208K | 0.02% | 780 |
|
|
2021
Q2 | $424K | Buy |
8,728
+3,546
| +68% | +$172K | 0.03% | 549 |
|
|
2021
Q1 | $219K | Sell |
5,182
-21,617
| -81% | -$914K | 0.02% | 711 |
|
|
2020
Q4 | $1.01M | Sell |
26,799
-479
| -2% | -$18.1K | 0.09% | 246 |
|
|
2020
Q3 | $833K | Sell |
27,278
-1,958
| -7% | -$59.8K | 0.09% | 237 |
|
|
2020
Q2 | $650K | Buy |
+29,236
| New | +$650K | 0.08% | 245 |
|