KCM Investment 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 | $710K | Buy |
9,705
+21
| +0.2% | +$1.54K | 0.02% | 240 |
|
|
2025
Q1 | $614K | Sell |
9,684
-11,423
| -54% | -$724K | 0.02% | 243 |
|
|
2024
Q4 | $1.44M | Sell |
21,107
-256
| -1% | -$17.5K | 0.05% | 184 |
|
|
2024
Q3 | $1.72M | Buy |
21,363
+297
| +1% | +$23.9K | 0.06% | 174 |
|
|
2024
Q2 | $1.33M | Buy |
21,066
+68
| +0.3% | +$4.29K | 0.05% | 190 |
|
|
2024
Q1 | $1.22M | Sell |
20,998
-1,189
| -5% | -$69.1K | 0.05% | 198 |
|
|
2023
Q4 | $1.27M | Sell |
22,187
-4,116
| -16% | -$236K | 0.05% | 189 |
|
|
2023
Q3 | $1.45M | Sell |
26,303
-95
| -0.4% | -$5.24K | 0.06% | 176 |
|
|
2023
Q2 | $1.31M | Sell |
26,398
-2,151
| -8% | -$107K | 0.05% | 190 |
|
|
2023
Q1 | $1.31M | Sell |
28,549
-1,223
| -4% | -$56K | 0.05% | 192 |
|
|
2022
Q4 | $1.23M | Sell |
29,772
-721
| -2% | -$29.7K | 0.05% | 194 |
|
|
2022
Q3 | $1.08M | Sell |
30,493
-2,953
| -9% | -$105K | 0.05% | 190 |
|
|
2022
Q2 | $1.19M | Sell |
33,446
-712
| -2% | -$25.4K | 0.05% | 194 |
|
|
2022
Q1 | $1.57M | Sell |
34,158
-1,258
| -4% | -$57.7K | 0.06% | 187 |
|
|
2021
Q4 | $1.92M | Buy |
35,416
+1,411
| +4% | +$76.5K | 0.07% | 174 |
|
|
2021
Q3 | $1.76M | Buy |
34,005
+4,188
| +14% | +$217K | 0.07% | 171 |
|
|
2021
Q2 | $1.45M | Buy |
29,817
+6,591
| +28% | +$320K | 0.06% | 180 |
|
|
2021
Q1 | $981K | Buy |
23,226
+9,433
| +68% | +$398K | 0.04% | 203 |
|
|
2020
Q4 | $520K | Buy |
13,793
+92
| +0.7% | +$3.47K | 0.03% | 234 |
|
|
2020
Q3 | $418K | Sell |
13,701
-1,988
| -13% | -$60.7K | 0.02% | 230 |
|
|
2020
Q2 | $349K | Buy |
+15,689
| New | +$349K | 0.02% | 263 |
|