Center for Financial Planning’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $71.6K | Hold |
1,271
| – | – | 0.01% | 269 |
|
|
2025
Q4 | $67.2K | Sell |
1,271
-19
| -1% | -$1.06K | 0.01% | 268 |
|
|
2025
Q3 | $77K | Hold |
1,290
| – | – | 0.01% | 261 |
|
|
2025
Q2 | $94.4K | Sell |
1,290
-60
| -4% | -$4.07K | 0.01% | 224 |
|
|
2025
Q1 | $85.6K | Hold |
1,350
| – | – | 0.01% | 222 |
|
|
2024
Q4 | $92.2K | Buy |
1,350
+55
| +4% | +$4.15K | 0.01% | 201 |
|
|
2024
Q3 | $104K | Sell |
1,295
-29
| -2% | -$2.02K | 0.01% | 184 |
|
|
2024
Q2 | $83.5K | Sell |
1,324
-58
| -4% | -$3.56K | 0.01% | 194 |
|
|
2024
Q1 | $80.3K | Sell |
1,382
-451
| -25% | -$25.3K | 0.01% | 197 |
|
|
2023
Q4 | $105K | Hold |
1,833
| – | – | 0.02% | 170 |
|
|
2023
Q3 | $101K | Hold |
1,833
| – | – | 0.02% | 169 |
|
|
2023
Q2 | $91.1K | Sell |
1,833
-45
| -2% | -$1.98K | 0.02% | 178 |
|
|
2023
Q1 | $85.9K | Sell |
1,878
-655
| -26% | -$29.3K | 0.02% | 174 |
|
|
2022
Q4 | $104K | Hold |
2,533
| – | – | 0.03% | 162 |
|
|
2022
Q3 | $90K | Hold |
2,533
| – | – | 0.02% | 163 |
|
|
2022
Q2 | $90K | Hold |
2,533
| – | – | 0.02% | 169 |
|
|
2022
Q1 | $116K | Hold |
2,533
| – | – | 0.02% | 164 |
|
|
2021
Q4 | $137K | Buy |
2,533
+1,271
| +101% | +$68.6K | 0.03% | 150 |
|
|
2021
Q3 | $65K | Sell |
1,262
-1,341
| -52% | -$72.2K | 0.02% | 197 |
|
|
2021
Q2 | $127K | Hold |
2,603
| – | – | 0.03% | 151 |
|
|
2021
Q1 | $110K | Hold |
2,603
| – | – | 0.03% | 153 |
|
|
2020
Q4 | $98K | Sell |
2,603
-100
| -4% | -$3.62K | 0.03% | 150 |
|
|
2020
Q3 | $83K | Sell |
2,703
-50
| -2% | -$1.42K | 0.03% | 152 |
|
|
2020
Q2 | $61K | Buy |
+2,753
| New | +$51.2K | 0.02% | 172 |
|
Other funds holding CARR
VCM
VPM
