Focus Partners Wealth’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 | $8.44M | Buy |
115,377
+6,594
| +6% | +$483K | 0.02% | 536 |
|
|
2025
Q1 | $6.9M | Sell |
108,783
-1,863
| -2% | -$118K | 0.02% | 545 |
|
|
2024
Q4 | $7.55M | Buy |
110,646
+23,947
| +28% | +$1.63M | 0.02% | 523 |
|
|
2024
Q3 | $6.98M | Buy |
86,699
+45,391
| +110% | +$3.65M | 0.02% | 479 |
|
|
2024
Q2 | $2.61M | Buy |
41,308
+7,693
| +23% | +$485K | 0.01% | 611 |
|
|
2024
Q1 | $1.95M | Buy |
33,615
+14,039
| +72% | +$816K | 0.02% | 488 |
|
|
2023
Q4 | $1.13M | Buy |
+19,576
| New | +$1.13M | 0.01% | 432 |
|