HB Wealth 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 | $2.67M | Buy |
36,526
+88
| +0.2% | +$6.44K | 0.02% | 314 |
|
|
2025
Q1 | $2.31M | Buy |
36,438
+4,438
| +14% | +$281K | 0.02% | 348 |
|
|
2024
Q4 | $2.18M | Buy |
32,000
+371
| +1% | +$25.3K | 0.02% | 267 |
|
|
2024
Q3 | $2.55M | Buy |
31,629
+1,678
| +6% | +$135K | 0.03% | 238 |
|
|
2024
Q2 | $1.89M | Buy |
29,951
+2,044
| +7% | +$129K | 0.02% | 271 |
|
|
2024
Q1 | $1.62M | Buy |
27,907
+4,104
| +17% | +$239K | 0.02% | 280 |
|
|
2023
Q4 | $1.37M | Sell |
23,803
-123
| -0.5% | -$7.07K | 0.02% | 278 |
|
|
2023
Q3 | $1.32M | Buy |
23,926
+2,241
| +10% | +$124K | 0.02% | 268 |
|
|
2023
Q2 | $1.08M | Sell |
21,685
-87
| -0.4% | -$4.33K | 0.02% | 283 |
|
|
2023
Q1 | $996K | Buy |
21,772
+291
| +1% | +$13.3K | 0.02% | 288 |
|
|
2022
Q4 | $886K | Sell |
21,481
-5,409
| -20% | -$223K | 0.02% | 300 |
|
|
2022
Q3 | $956K | Buy |
26,890
+11,258
| +72% | +$400K | 0.02% | 263 |
|
|
2022
Q2 | $557K | Buy |
15,632
+1,677
| +12% | +$59.8K | 0.01% | 325 |
|
|
2022
Q1 | $640K | Buy |
13,955
+9,149
| +190% | +$420K | 0.01% | 312 |
|
|
2021
Q4 | $261K | Buy |
+4,806
| New | +$261K | 0.01% | 422 |
|