HCR Wealth Advisors’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 | $328K | Buy |
4,480
+1
| +0% | +$73 | 0.04% | 175 |
|
|
2025
Q1 | $284K | Buy |
4,479
+1
| +0% | +$63 | 0.04% | 187 |
|
|
2024
Q4 | $306K | Sell |
4,478
-2,000
| -31% | -$137K | 0.04% | 178 |
|
|
2024
Q3 | $521K | Sell |
6,478
-1,074
| -14% | -$86.5K | 0.07% | 137 |
|
|
2024
Q2 | $476K | Buy |
7,552
+2,076
| +38% | +$131K | 0.07% | 132 |
|
|
2024
Q1 | $318K | Buy |
5,476
+2,002
| +58% | +$116K | 0.05% | 163 |
|
|
2023
Q4 | $200K | Sell |
3,474
-439
| -11% | -$25.2K | 0.03% | 201 |
|
|
2023
Q3 | $216K | Buy |
+3,913
| New | +$216K | 0.05% | 156 |
|
|
2022
Q1 | – | Sell |
-4,045
| Closed | -$219K | – | 191 |
|
|
2021
Q4 | $219K | Buy |
4,045
+34
| +0.8% | +$1.84K | 0.03% | 184 |
|
|
2021
Q3 | $208K | Buy |
+4,011
| New | +$208K | 0.03% | 189 |
|