CIA
Choate Investment Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Sell |
14,341
-89
| -0.6% | -$6.51K | 0.02% | 196 |
|
|
2025
Q1 | $915K | Sell |
14,430
-4,231
| -23% | -$268K | 0.02% | 199 |
|
|
2024
Q4 | $1.27M | Buy |
18,661
+4,906
| +36% | +$335K | 0.03% | 170 |
|
|
2024
Q3 | $1.11M | Sell |
13,755
-221
| -2% | -$17.8K | 0.03% | 187 |
|
|
2024
Q2 | $882K | Sell |
13,976
-72
| -0.5% | -$4.54K | 0.02% | 201 |
|
|
2024
Q1 | $817K | Sell |
14,048
-5,999
| -30% | -$349K | 0.02% | 221 |
|
|
2023
Q4 | $1.15M | Sell |
20,047
-266
| -1% | -$15.3K | 0.04% | 165 |
|
|
2023
Q3 | $1.12M | Buy |
20,313
+372
| +2% | +$20.5K | 0.04% | 147 |
|
|
2023
Q2 | $991K | Sell |
19,941
-60
| -0.3% | -$2.98K | 0.04% | 142 |
|
|
2023
Q1 | $915K | Sell |
20,001
-3,906
| -16% | -$179K | 0.04% | 132 |
|
|
2022
Q4 | $986K | Buy |
23,907
+179
| +0.8% | +$7.38K | 0.06% | 126 |
|
|
2022
Q3 | $844K | Sell |
23,728
-197
| -0.8% | -$7.01K | 0.06% | 118 |
|
|
2022
Q2 | $853K | Sell |
23,925
-27,522
| -53% | -$981K | 0.05% | 124 |
|
|
2022
Q1 | $2.36M | Buy |
51,447
+31,390
| +157% | +$1.44M | 0.13% | 75 |
|
|
2021
Q4 | $1.09M | Sell |
20,057
-109
| -0.5% | -$5.91K | 0.06% | 130 |
|
|
2021
Q3 | $1.04M | Sell |
20,166
-120
| -0.6% | -$6.21K | 0.07% | 124 |
|
|
2021
Q2 | $985K | Sell |
20,286
-2,107
| -9% | -$102K | 0.06% | 128 |
|
|
2021
Q1 | $945K | Sell |
22,393
-737
| -3% | -$31.1K | 0.06% | 127 |
|
|
2020
Q4 | $873K | Sell |
23,130
-1,085
| -4% | -$41K | 0.05% | 126 |
|
|
2020
Q3 | $739K | Sell |
24,215
-804
| -3% | -$24.5K | 0.05% | 126 |
|
|
2020
Q2 | $556K | Buy |
+25,019
| New | +$556K | 0.04% | 141 |
|