Evergreen Capital 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
$407K Sell
5,564
-131
-2% -$9.59K 0.01% 648
2025
Q1
$361K Sell
5,695
-350
-6% -$22.2K 0.01% 654
2024
Q4
$414K Sell
6,045
-10
-0.2% -$685 0.01% 577
2024
Q3
$487K Buy
6,055
+657
+12% +$52.9K 0.02% 509
2024
Q2
$342K Buy
5,398
+73
+1% +$4.62K 0.01% 608
2024
Q1
$310K Sell
5,325
-15
-0.3% -$872 0.01% 619
2023
Q4
$308K Sell
5,340
-1,605
-23% -$92.5K 0.01% 584
2023
Q3
$383K Buy
6,945
+139
+2% +$7.67K 0.02% 468
2023
Q2
$339K Buy
6,806
+1,152
+20% +$57.4K 0.01% 511
2023
Q1
$259K Buy
5,654
+814
+17% +$37.2K 0.01% 561
2022
Q4
$200K Buy
+4,840
New +$200K 0.01% 620