FWA
FSM Wealth Advisors’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $768K | Buy |
10,285
+2,972
| +41% | +$222K | 0.12% | 106 |
|
|
2025
Q1 | $464K | Buy |
7,313
+466
| +7% | +$29.5K | 0.1% | 115 |
|
|
2024
Q4 | $478K | Buy |
6,847
+474
| +7% | +$33.1K | 0.12% | 101 |
|
|
2024
Q3 | $513K | Buy |
6,373
+136
| +2% | +$10.9K | 0.14% | 92 |
|
|
2024
Q2 | $393K | Sell |
6,237
-54
| -0.9% | -$3.41K | 0.13% | 98 |
|
|
2024
Q1 | $366K | Buy |
6,291
+123
| +2% | +$7.15K | 0.13% | 108 |
|
|
2023
Q4 | $354K | Buy |
6,168
+2,519
| +69% | +$145K | 0.15% | 105 |
|
|
2023
Q3 | $201K | Buy |
+3,649
| New | +$201K | 0.1% | 142 |
|