FAM
Formidable Asset Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $229K | Hold |
3,609
| – | – | 0.04% | 350 |
|
|
2025
Q1 | $229K | Hold |
3,609
| – | – | 0.04% | 350 |
|
|
2024
Q4 | $246K | Hold |
3,609
| – | – | 0.04% | 327 |
|
|
2024
Q3 | $290K | Sell |
3,609
-164
| -4% | -$13.2K | 0.05% | 292 |
|
|
2024
Q2 | $238K | Sell |
3,773
-82
| -2% | -$5.17K | 0.04% | 342 |
|
|
2024
Q1 | $224K | Sell |
3,855
-261
| -6% | -$15.2K | 0.04% | 316 |
|
|
2023
Q4 | $236K | Sell |
4,116
-104
| -2% | -$5.98K | 0.05% | 240 |
|
|
2023
Q3 | $233K | Hold |
4,220
| – | – | 0.05% | 245 |
|
|
2023
Q2 | $210K | Buy |
+4,220
| New | +$210K | 0.05% | 254 |
|
|
2022
Q2 | – | Sell |
-4,745
| Closed | -$218K | – | 328 |
|
|
2022
Q1 | $218K | Hold |
4,745
| – | – | 0.04% | 293 |
|
|
2021
Q4 | $256K | Sell |
4,745
-216
| -4% | -$11.7K | 0.05% | 264 |
|
|
2021
Q3 | $257K | Sell |
4,961
-50
| -1% | -$2.59K | 0.05% | 289 |
|
|
2021
Q2 | $246K | Sell |
5,011
-110
| -2% | -$5.4K | 0.05% | 262 |
|
|
2021
Q1 | $215K | Buy |
+5,121
| New | +$215K | 0.05% | 261 |
|