GeoWealth 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 | $756K | Buy |
10,329
+1,326
| +15% | +$97.1K | 0.03% | 313 |
|
|
2025
Q1 | $571K | Sell |
9,003
-2,071
| -19% | -$131K | 0.02% | 396 |
|
|
2024
Q4 | $756K | Sell |
11,074
-1,796
| -14% | -$123K | 0.02% | 374 |
|
|
2024
Q3 | $1.04M | Buy |
12,870
+218
| +2% | +$17.5K | 0.04% | 301 |
|
|
2024
Q2 | $798K | Buy |
12,652
+414
| +3% | +$26.1K | 0.03% | 314 |
|
|
2024
Q1 | $711K | Buy |
12,238
+90
| +0.7% | +$5.23K | 0.03% | 357 |
|
|
2023
Q4 | $698K | Buy |
+12,148
| New | +$698K | 0.06% | 265 |
|