Birch Hill Investment Advisors’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 | $1.47M | Sell |
20,091
-800
| -4% | -$58.6K | 0.07% | 97 |
|
|
2025
Q1 | $1.32M | Sell |
20,891
-237
| -1% | -$15K | 0.06% | 99 |
|
|
2024
Q4 | $1.44M | Sell |
21,128
-400
| -2% | -$27.3K | 0.07% | 98 |
|
|
2024
Q3 | $1.73M | Hold |
21,528
| – | – | 0.08% | 91 |
|
|
2024
Q2 | $1.36M | Sell |
21,528
-77
| -0.4% | -$4.86K | 0.07% | 94 |
|
|
2024
Q1 | $1.26M | Sell |
21,605
-1,195
| -5% | -$69.5K | 0.06% | 98 |
|
|
2023
Q4 | $1.31M | Hold |
22,800
| – | – | 0.07% | 92 |
|
|
2023
Q3 | $1.26M | Buy |
22,800
+105
| +0.5% | +$5.8K | 0.08% | 89 |
|
|
2023
Q2 | $1.13M | Sell |
22,695
-340
| -1% | -$16.9K | 0.06% | 91 |
|
|
2023
Q1 | $1.05M | Sell |
23,035
-1,685
| -7% | -$77.1K | 0.07% | 95 |
|
|
2022
Q4 | $1.02M | Buy |
24,720
+325
| +1% | +$13.4K | 0.07% | 92 |
|
|
2022
Q3 | $867K | Sell |
24,395
-6,084
| -20% | -$216K | 0.06% | 93 |
|
|
2022
Q2 | $1.09M | Sell |
30,479
-450
| -1% | -$16K | 0.07% | 92 |
|
|
2022
Q1 | $1.42M | Sell |
30,929
-2,190
| -7% | -$100K | 0.08% | 90 |
|
|
2021
Q4 | $1.8M | Sell |
33,119
-3,440
| -9% | -$187K | 0.09% | 83 |
|
|
2021
Q3 | $1.89M | Sell |
36,559
-477
| -1% | -$24.7K | 0.1% | 78 |
|
|
2021
Q2 | $1.8M | Sell |
37,036
-491
| -1% | -$23.9K | 0.1% | 80 |
|
|
2021
Q1 | $1.58M | Sell |
37,527
-19,478
| -34% | -$822K | 0.09% | 82 |
|
|
2020
Q4 | $2.15M | Sell |
57,005
-6,384
| -10% | -$241K | 0.13% | 70 |
|
|
2020
Q3 | $1.94M | Sell |
63,389
-16,884
| -21% | -$516K | 0.13% | 68 |
|
|
2020
Q2 | $1.78M | Buy |
+80,273
| New | +$1.78M | 0.13% | 68 |
|