Evermay 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 | $131K | Hold |
1,790
| – | – | 0.02% | 237 |
|
|
2025
Q1 | $113K | Hold |
1,790
| – | – | 0.01% | 248 |
|
|
2024
Q4 | $122K | Hold |
1,790
| – | – | 0.02% | 239 |
|
|
2024
Q3 | $144K | Sell |
1,790
-155
| -8% | -$12.5K | 0.02% | 230 |
|
|
2024
Q2 | $123K | Hold |
1,945
| – | – | 0.02% | 246 |
|
|
2024
Q1 | $113K | Sell |
1,945
-7
| -0.4% | -$407 | 0.02% | 267 |
|
|
2023
Q4 | $112K | Sell |
1,952
-593
| -23% | -$34.1K | 0.02% | 242 |
|
|
2023
Q3 | $140K | Hold |
2,545
| – | – | 0.03% | 199 |
|
|
2023
Q2 | $127K | Sell |
2,545
-3
| -0.1% | -$149 | 0.02% | 220 |
|
|
2023
Q1 | $117K | Hold |
2,548
| – | – | 0.02% | 221 |
|
|
2022
Q4 | $105K | Hold |
2,548
| – | – | 0.02% | 220 |
|
|
2022
Q3 | $91K | Hold |
2,548
| – | – | 0.02% | 225 |
|
|
2022
Q2 | $91K | Hold |
2,548
| – | – | 0.02% | 226 |
|
|
2022
Q1 | $117K | Buy |
2,548
+611
| +32% | +$28.1K | 0.02% | 241 |
|
|
2021
Q4 | $105K | Hold |
1,937
| – | – | 0.02% | 226 |
|
|
2021
Q3 | $100K | Sell |
1,937
-20
| -1% | -$1.03K | 0.02% | 215 |
|
|
2021
Q2 | $95K | Buy |
+1,957
| New | +$95K | 0.02% | 226 |
|