Douglas Lane & Associates’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 | $310K | Sell |
4,231
-30
| -0.7% | -$2.2K | ﹤0.01% | 204 |
|
|
2025
Q1 | $270K | Sell |
4,261
-192
| -4% | -$12.2K | ﹤0.01% | 214 |
|
|
2024
Q4 | $304K | Sell |
4,453
-938
| -17% | -$64K | ﹤0.01% | 208 |
|
|
2024
Q3 | $434K | Sell |
5,391
-164
| -3% | -$13.2K | 0.01% | 191 |
|
|
2024
Q2 | $350K | Sell |
5,555
-190
| -3% | -$12K | 0.01% | 198 |
|
|
2024
Q1 | $334K | Hold |
5,745
| – | – | ﹤0.01% | 203 |
|
|
2023
Q4 | $330K | Hold |
5,745
| – | – | 0.01% | 200 |
|
|
2023
Q3 | $317K | Buy |
+5,745
| New | +$317K | 0.01% | 198 |
|
|
2022
Q1 | – | Sell |
-4,089
| Closed | -$222K | – | 224 |
|
|
2021
Q4 | $222K | Sell |
4,089
-600
| -13% | -$32.6K | ﹤0.01% | 223 |
|
|
2021
Q3 | $243K | Sell |
4,689
-926
| -16% | -$48K | ﹤0.01% | 209 |
|
|
2021
Q2 | $273K | Buy |
5,615
+11
| +0.2% | +$535 | ﹤0.01% | 198 |
|
|
2021
Q1 | $237K | Buy |
+5,604
| New | +$237K | ﹤0.01% | 200 |
|