Journey Advisory Group’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 | $364K | Buy |
4,975
+425
| +9% | +$31.1K | 0.03% | 225 |
|
|
2025
Q1 | $288K | Sell |
4,550
-290
| -6% | -$18.4K | 0.02% | 240 |
|
|
2024
Q4 | $305K | Hold |
4,840
| – | – | 0.04% | 187 |
|
|
2024
Q3 | $305K | Hold |
4,840
| – | – | 0.04% | 187 |
|
|
2024
Q2 | $305K | Sell |
4,840
-600
| -11% | -$37.8K | 0.04% | 187 |
|
|
2024
Q1 | $316K | Sell |
5,440
-400
| -7% | -$23.3K | 0.04% | 189 |
|
|
2023
Q4 | $336K | Sell |
5,840
-275
| -4% | -$15.8K | 0.05% | 170 |
|
|
2023
Q3 | $338K | Sell |
6,115
-75
| -1% | -$4.14K | 0.05% | 167 |
|
|
2023
Q2 | $308K | Sell |
6,190
-1,180
| -16% | -$58.7K | 0.05% | 176 |
|
|
2023
Q1 | $337K | Sell |
7,370
-2,805
| -28% | -$128K | 0.05% | 172 |
|
|
2022
Q4 | $420K | Sell |
10,175
-2,538
| -20% | -$105K | 0.1% | 141 |
|
|
2022
Q3 | $452K | Sell |
12,713
-948
| -7% | -$33.7K | 0.12% | 148 |
|
|
2022
Q2 | $554K | Buy |
13,661
+494
| +4% | +$20K | 0.13% | 140 |
|
|
2022
Q1 | $604K | Sell |
13,167
-700
| -5% | -$32.1K | 0.15% | 121 |
|
|
2021
Q4 | $752K | Buy |
13,867
+600
| +5% | +$32.5K | 0.21% | 102 |
|
|
2021
Q3 | $687K | Sell |
13,267
-553
| -4% | -$28.6K | 0.22% | 97 |
|
|
2021
Q2 | $672K | Sell |
13,820
-165
| -1% | -$8.02K | 0.21% | 100 |
|
|
2021
Q1 | $590K | Sell |
13,985
-275
| -2% | -$11.6K | 0.21% | 98 |
|
|
2020
Q4 | $538K | Buy |
+14,260
| New | +$538K | 0.2% | 97 |
|