Burney Company’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
$1.53M Sell
20,906
-1,326
-6% -$97.1K 0.05% 262
2025
Q1
$1.41M Sell
22,232
-310
-1% -$19.7K 0.05% 265
2024
Q4
$1.54M Buy
22,542
+120
+0.5% +$8.19K 0.05% 252
2024
Q3
$1.8M Sell
22,422
-430
-2% -$34.6K 0.06% 238
2024
Q2
$1.44M Sell
22,852
-1,055
-4% -$66.5K 0.06% 267
2024
Q1
$1.39M Sell
23,907
-886
-4% -$51.5K 0.05% 285
2023
Q4
$1.42M Sell
24,793
-2,337
-9% -$134K 0.06% 279
2023
Q3
$1.5M Sell
27,130
-1,381
-5% -$76.2K 0.07% 259
2023
Q2
$1.42M Sell
28,511
-2,090
-7% -$104K 0.07% 278
2023
Q1
$1.4M Sell
30,601
-876
-3% -$40.1K 0.07% 267
2022
Q4
$1.3M Sell
31,477
-1,480
-4% -$61.1K 0.07% 266
2022
Q3
$1.17M Sell
32,957
-2,920
-8% -$104K 0.06% 273
2022
Q2
$1.28M Buy
35,877
+1,687
+5% +$60.1K 0.07% 271
2022
Q1
$1.57M Sell
34,190
-1,542
-4% -$70.7K 0.07% 269
2021
Q4
$1.94M Sell
35,732
-1,068
-3% -$57.9K 0.08% 242
2021
Q3
$1.91M Sell
36,800
-10,532
-22% -$545K 0.09% 227
2021
Q2
$2.3M Sell
47,332
-2,634
-5% -$128K 0.11% 215
2021
Q1
$2.11M Sell
49,966
-9,183
-16% -$388K 0.1% 215
2020
Q4
$2.23M Sell
59,149
-3,380
-5% -$127K 0.12% 200
2020
Q3
$1.91M Sell
62,529
-14,139
-18% -$432K 0.12% 213
2020
Q2
$1.7M Buy
+76,668
New +$1.7M 0.11% 213