Concurrent Investment Advisors’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 | $2.6M | Buy |
35,524
+1,503
| +4% | +$110K | 0.05% | 364 |
|
|
2025
Q1 | $2.16M | Buy |
34,021
+6,582
| +24% | +$417K | 0.05% | 349 |
|
|
2024
Q4 | $1.87M | Sell |
27,439
-4,046
| -13% | -$276K | 0.05% | 338 |
|
|
2024
Q3 | $2.53M | Buy |
31,485
+816
| +3% | +$65.7K | 0.07% | 248 |
|
|
2024
Q2 | $1.93M | Buy |
30,669
+4,904
| +19% | +$309K | 0.06% | 284 |
|
|
2024
Q1 | $1.5M | Buy |
25,765
+15,679
| +155% | +$911K | 0.06% | 294 |
|
|
2023
Q4 | $579K | Buy |
+10,086
| New | +$579K | 0.03% | 464 |
|