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 |
|