Bragg Financial 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 | $935K | Sell |
12,775
-86
| -0.7% | -$6.29K | 0.03% | 221 |
|
|
2025
Q1 | $815K | Sell |
12,861
-1
| -0% | -$63 | 0.03% | 224 |
|
|
2024
Q4 | $878K | Sell |
12,862
-250
| -2% | -$17.1K | 0.04% | 215 |
|
|
2024
Q3 | $1.06M | Buy |
13,112
+415
| +3% | +$33.4K | 0.04% | 208 |
|
|
2024
Q2 | $801K | Buy |
12,697
+120
| +1% | +$7.57K | 0.04% | 218 |
|
|
2024
Q1 | $731K | Hold |
12,577
| – | – | 0.03% | 222 |
|
|
2023
Q4 | $723K | Buy |
12,577
+223
| +2% | +$12.8K | 0.03% | 218 |
|
|
2023
Q3 | $682K | Sell |
12,354
-1,132
| -8% | -$62.5K | 0.04% | 220 |
|
|
2023
Q2 | $670K | Sell |
13,486
-51
| -0.4% | -$2.54K | 0.04% | 227 |
|
|
2023
Q1 | $619K | Sell |
13,537
-375
| -3% | -$17.2K | 0.04% | 227 |
|
|
2022
Q4 | $574K | Buy |
13,912
+850
| +7% | +$35.1K | 0.03% | 231 |
|
|
2022
Q3 | $464K | Sell |
13,062
-1,011
| -7% | -$35.9K | 0.03% | 228 |
|
|
2022
Q2 | $502K | Sell |
14,073
-1,455
| -9% | -$51.9K | 0.03% | 226 |
|
|
2022
Q1 | $712K | Sell |
15,528
-447
| -3% | -$20.5K | 0.04% | 203 |
|
|
2021
Q4 | $827K | Hold |
15,975
| – | – | 0.05% | 188 |
|
|
2021
Q3 | $827K | Sell |
15,975
-1,180
| -7% | -$61.1K | 0.05% | 188 |
|
|
2021
Q2 | $834K | Sell |
17,155
-965
| -5% | -$46.9K | 0.05% | 189 |
|
|
2021
Q1 | $765K | Sell |
18,120
-558
| -3% | -$23.6K | 0.05% | 194 |
|
|
2020
Q4 | $705K | Sell |
18,678
-9,567
| -34% | -$361K | 0.06% | 183 |
|
|
2020
Q3 | $863K | Sell |
28,245
-18,123
| -39% | -$554K | 0.09% | 161 |
|
|
2020
Q2 | $1.03M | Buy |
+46,368
| New | +$1.03M | 0.11% | 153 |
|