Congress 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 | $1.1M | Buy |
15,078
+6,585
| +78% | +$482K | 0.01% | 679 |
|
|
2025
Q1 | $540K | Buy |
8,493
+2,215
| +35% | +$141K | 0.01% | 797 |
|
|
2024
Q4 | $429K | Buy |
6,278
+1,436
| +30% | +$98K | 0.01% | 675 |
|
|
2024
Q3 | $390K | Sell |
4,842
-183
| -4% | -$14.7K | 0.01% | 682 |
|
|
2024
Q2 | $317K | Buy |
5,025
+624
| +14% | +$39.4K | 0.01% | 602 |
|
|
2024
Q1 | $256K | Sell |
4,401
-1,236
| -22% | -$71.9K | ﹤0.01% | 531 |
|
|
2023
Q4 | $324K | Buy |
5,637
+60
| +1% | +$3.45K | 0.01% | 518 |
|
|
2023
Q3 | $308K | Sell |
5,577
-5
| -0.1% | -$276 | 0.01% | 520 |
|
|
2023
Q2 | $278K | Buy |
5,582
+133
| +2% | +$6.61K | 0.01% | 493 |
|
|
2023
Q1 | $249K | Sell |
5,449
-98
| -2% | -$4.48K | 0.01% | 509 |
|
|
2022
Q4 | $229K | Sell |
5,547
-140
| -2% | -$5.78K | 0.01% | 519 |
|
|
2022
Q3 | $203K | Sell |
5,687
-535
| -9% | -$19.1K | 0.01% | 527 |
|
|
2022
Q2 | $222K | Sell |
6,222
-76
| -1% | -$2.71K | 0.01% | 519 |
|
|
2022
Q1 | $289K | Sell |
6,298
-649
| -9% | -$29.8K | 0.01% | 519 |
|
|
2021
Q4 | $377K | Buy |
+6,947
| New | +$377K | 0.01% | 495 |
|