Cornerstone Planning Group’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 | $42.2K | Sell |
636
-209
| -25% | -$13.9K | 0.01% | 271 |
|
|
2025
Q1 | $49.5K | Buy |
845
+10
| +1% | +$586 | 0.01% | 243 |
|
|
2024
Q4 | $56.3K | Buy |
835
+27
| +3% | +$1.82K | 0.01% | 171 |
|
|
2024
Q3 | $60.3K | Buy |
808
+11
| +1% | +$821 | 0.02% | 170 |
|
|
2024
Q2 | $50.7K | Buy |
797
+9
| +1% | +$572 | 0.01% | 196 |
|
|
2024
Q1 | $48.9K | Buy |
788
+20
| +3% | +$1.24K | 0.02% | 175 |
|
|
2023
Q4 | $44.1K | Hold |
768
| – | – | 0.01% | 197 |
|
|
2023
Q3 | $42.4K | Hold |
768
| – | – | 0.02% | 202 |
|
|
2023
Q2 | $38.2K | Buy |
+768
| New | +$38.2K | 0.02% | 292 |
|
|
2022
Q4 | $32.2K | Buy |
+768
| New | +$32.2K | 0.01% | 338 |
|