Farther Finance 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
$801K Buy
10,943
+1,279
+13% +$93.6K 0.02% 689
2025
Q1
$614K Buy
9,664
+2,570
+36% +$163K 0.02% 693
2024
Q4
$484K Sell
7,094
-104
-1% -$7.1K 0.02% 597
2024
Q3
$579K Buy
7,198
+294
+4% +$23.7K 0.02% 533
2024
Q2
$427K Buy
6,904
+1,843
+36% +$114K 0.02% 537
2024
Q1
$290K Sell
5,061
-48
-0.9% -$2.76K 0.02% 566
2023
Q4
$294K Buy
5,109
+1,643
+47% +$94.4K 0.02% 455
2023
Q3
$191K Buy
3,466
+2,262
+188% +$125K 0.03% 399
2023
Q2
$59.9K Sell
1,204
-67
-5% -$3.33K 0.01% 611
2023
Q1
$58.1K Buy
1,271
+547
+76% +$25K 0.02% 567
2022
Q4
$29.9K Buy
+724
New +$29.9K 0.01% 611