Dumont & Blake 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 | $419K | Buy |
5,725
+75
| +1% | +$5.49K | 0.11% | 146 |
|
|
2025
Q1 | $358K | Buy |
5,650
+70
| +1% | +$4.44K | 0.1% | 152 |
|
|
2024
Q4 | $381K | Buy |
5,580
+74
| +1% | +$5.05K | 0.1% | 150 |
|
|
2024
Q3 | $443K | Sell |
5,506
-5,506
| -50% | -$443K | 0.12% | 146 |
|
|
2024
Q2 | $695K | Buy |
11,012
+5,531
| +101% | +$349K | 0.1% | 156 |
|
|
2024
Q1 | $319K | Buy |
5,481
+10
| +0.2% | +$581 | 0.09% | 158 |
|
|
2023
Q4 | $314K | Sell |
5,471
-375
| -6% | -$21.5K | 0.1% | 153 |
|
|
2023
Q3 | $323K | Buy |
5,846
+44
| +0.8% | +$2.43K | 0.11% | 146 |
|
|
2023
Q2 | $288K | Sell |
5,802
-115
| -2% | -$5.71K | 0.09% | 156 |
|
|
2023
Q1 | $271K | Buy |
5,917
+50
| +0.9% | +$2.29K | 0.09% | 161 |
|
|
2022
Q4 | $242K | Buy |
5,867
+15
| +0.3% | +$619 | 0.09% | 168 |
|
|
2022
Q3 | $208K | Sell |
5,852
-785
| -12% | -$27.9K | 0.08% | 171 |
|
|
2022
Q2 | $237K | Sell |
6,637
-42
| -0.6% | -$1.5K | 0.08% | 177 |
|
|
2022
Q1 | $306K | Buy |
6,679
+13
| +0.2% | +$596 | 0.08% | 182 |
|
|
2021
Q4 | $362K | Buy |
6,666
+91
| +1% | +$4.94K | 0.09% | 155 |
|
|
2021
Q3 | $340K | Sell |
6,575
-10
| -0.2% | -$517 | 0.1% | 155 |
|
|
2021
Q2 | $320K | Hold |
6,585
| – | – | 0.09% | 160 |
|
|
2021
Q1 | $278K | Sell |
6,585
-50
| -0.8% | -$2.11K | 0.09% | 164 |
|
|
2020
Q4 | $250K | Sell |
6,635
-51
| -0.8% | -$1.92K | 0.09% | 166 |
|
|
2020
Q3 | $204K | Buy |
+6,686
| New | +$204K | 0.08% | 170 |
|