HHM 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 | $164K | Hold |
2,240
| – | – | 0.02% | 228 |
|
|
2025
Q1 | $142K | Sell |
2,240
-39
| -2% | -$2.47K | 0.02% | 229 |
|
|
2024
Q4 | $156K | Buy |
2,279
+39
| +2% | +$2.66K | 0.02% | 210 |
|
|
2024
Q3 | $180K | Hold |
2,240
| – | – | 0.03% | 184 |
|
|
2024
Q2 | $141K | Buy |
+2,240
| New | +$141K | 0.02% | 211 |
|
|
2022
Q3 | – | Sell |
-579
| Closed | -$21K | – | 667 |
|
|
2022
Q2 | $21K | Sell |
579
-100
| -15% | -$3.63K | 0.01% | 418 |
|
|
2022
Q1 | $31K | Sell |
679
-775
| -53% | -$35.4K | 0.01% | 374 |
|
|
2021
Q4 | $79K | Buy |
1,454
+875
| +151% | +$47.5K | 0.02% | 249 |
|
|
2021
Q3 | $30K | Buy |
579
+243
| +72% | +$12.6K | 0.01% | 357 |
|
|
2021
Q2 | $16K | Hold |
336
| – | – | ﹤0.01% | 424 |
|
|
2021
Q1 | $14K | Hold |
336
| – | – | ﹤0.01% | 418 |
|
|
2020
Q4 | $13K | Sell |
336
-656
| -66% | -$25.4K | ﹤0.01% | 400 |
|
|
2020
Q3 | $30K | Buy |
992
+328
| +49% | +$9.92K | 0.01% | 275 |
|
|
2020
Q2 | $15K | Buy |
+664
| New | +$15K | 0.01% | 334 |
|