Forum Financial 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 | $671K | Buy |
9,166
+561
| +7% | +$41.1K | 0.01% | 314 |
|
|
2025
Q1 | $546K | Buy |
8,605
+1,217
| +16% | +$77.2K | 0.01% | 337 |
|
|
2024
Q4 | $504K | Buy |
7,388
+938
| +15% | +$64K | 0.01% | 377 |
|
|
2024
Q3 | $519K | Buy |
6,450
+134
| +2% | +$10.8K | 0.01% | 318 |
|
|
2024
Q2 | $398K | Sell |
6,316
-68
| -1% | -$4.29K | 0.01% | 386 |
|
|
2024
Q1 | $371K | Sell |
6,384
-910
| -12% | -$52.9K | 0.01% | 419 |
|
|
2023
Q4 | $419K | Sell |
7,294
-1,235
| -14% | -$70.9K | 0.01% | 347 |
|
|
2023
Q3 | $471K | Buy |
8,529
+6
| +0.1% | +$331 | 0.01% | 297 |
|
|
2023
Q2 | $424K | Buy |
8,523
+1,031
| +14% | +$51.3K | 0.01% | 327 |
|
|
2023
Q1 | $343K | Buy |
7,492
+2
| +0% | +$92 | 0.01% | 362 |
|
|
2022
Q4 | $309K | Buy |
7,490
+200
| +3% | +$8.25K | 0.01% | 382 |
|
|
2022
Q3 | $259K | Hold |
7,290
| – | – | 0.01% | 396 |
|
|
2022
Q2 | $260K | Buy |
7,290
+201
| +3% | +$7.17K | 0.01% | 410 |
|
|
2022
Q1 | $325K | Buy |
7,089
+910
| +15% | +$41.7K | 0.02% | 355 |
|
|
2021
Q4 | $335K | Buy |
+6,179
| New | +$335K | 0.02% | 363 |
|