Checchi Capital Advisers’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
$673K Buy
9,191
+41
+0.4% +$3K 0.04% 276
2025
Q1
$580K Buy
9,150
+452
+5% +$28.7K 0.03% 296
2024
Q4
$594K Sell
8,698
-356
-4% -$24.3K 0.03% 284
2024
Q3
$729K Sell
9,054
-67
-0.7% -$5.39K 0.04% 246
2024
Q2
$575K Buy
9,121
+221
+2% +$13.9K 0.03% 289
2024
Q1
$517K Buy
8,900
+197
+2% +$11.5K 0.04% 317
2023
Q4
$500K Buy
8,703
+53
+0.6% +$3.05K 0.04% 308
2023
Q3
$477K Sell
8,650
-141
-2% -$7.78K 0.04% 296
2023
Q2
$437K Buy
8,791
+130
+2% +$6.46K 0.04% 322
2023
Q1
$396K Buy
8,661
+42
+0.5% +$1.92K 0.04% 341
2022
Q4
$356K Sell
8,619
-478
-5% -$19.7K 0.04% 347
2022
Q3
$323K Buy
9,097
+285
+3% +$10.1K 0.03% 365
2022
Q2
$357K Buy
8,812
+1,176
+15% +$47.6K 0.03% 369
2022
Q1
$350K Buy
7,636
+439
+6% +$20.1K 0.03% 356
2021
Q4
$390K Buy
7,197
+331
+5% +$17.9K 0.03% 323
2021
Q3
$355K Buy
6,866
+19
+0.3% +$982 0.04% 313
2021
Q2
$333K Sell
6,847
-82
-1% -$3.99K 0.03% 326
2021
Q1
$293K Buy
6,929
+42
+0.6% +$1.78K 0.03% 357
2020
Q4
$260K Sell
6,887
-185
-3% -$6.98K 0.03% 374
2020
Q3
$216K Buy
+7,072
New +$216K 0.02% 378