Cassaday & Co Wealth 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 | $309K | Hold |
4,228
| – | – | 0.01% | 264 |
|
|
2025
Q1 | $268K | Sell |
4,228
-113
| -3% | -$7.17K | 0.01% | 278 |
|
|
2024
Q4 | $296K | Buy |
4,341
+188
| +5% | +$12.8K | 0.01% | 256 |
|
|
2024
Q3 | $334K | Buy |
4,153
+93
| +2% | +$7.49K | 0.01% | 221 |
|
|
2024
Q2 | $256K | Sell |
4,060
-144
| -3% | -$9.08K | 0.01% | 251 |
|
|
2024
Q1 | $244K | Sell |
4,204
-183
| -4% | -$10.6K | 0.01% | 256 |
|
|
2023
Q4 | $252K | Sell |
4,387
-195
| -4% | -$11.2K | 0.01% | 240 |
|
|
2023
Q3 | $253K | Buy |
4,582
+5
| +0.1% | +$276 | 0.01% | 212 |
|
|
2023
Q2 | $228K | Sell |
4,577
-160
| -3% | -$7.95K | 0.01% | 234 |
|
|
2023
Q1 | $217K | Buy |
+4,737
| New | +$217K | 0.01% | 243 |
|