GC Wealth Management RIA’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 | $984K | Buy |
13,440
+5,579
| +71% | +$408K | 0.08% | 207 |
|
|
2025
Q1 | $498K | Buy |
7,861
+170
| +2% | +$10.8K | 0.09% | 177 |
|
|
2024
Q4 | $525K | Sell |
7,691
-1,092
| -12% | -$74.5K | 0.09% | 166 |
|
|
2024
Q3 | $707K | Sell |
8,783
-13
| -0.1% | -$1.05K | 0.12% | 145 |
|
|
2024
Q2 | $555K | Sell |
8,796
-628
| -7% | -$39.6K | 0.11% | 156 |
|
|
2024
Q1 | $548K | Sell |
9,424
-626
| -6% | -$36.4K | 0.11% | 159 |
|
|
2023
Q4 | $577K | Buy |
+10,050
| New | +$577K | 0.26% | 104 |
|