Kingsview 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
$1.25M Buy
17,110
+165
+1% +$12.1K 0.02% 531
2025
Q1
$1.07M Buy
16,945
+1,290
+8% +$81.8K 0.02% 525
2024
Q4
$1.07M Sell
15,655
-434
-3% -$29.6K 0.02% 526
2024
Q3
$1.29M Buy
16,089
+1,040
+7% +$83.7K 0.03% 471
2024
Q2
$949K Buy
15,049
+1,183
+9% +$74.6K 0.02% 525
2024
Q1
$806K Buy
13,866
+1,023
+8% +$59.5K 0.02% 554
2023
Q4
$738K Sell
12,843
-509
-4% -$29.2K 0.02% 551
2023
Q3
$737K Buy
13,352
+473
+4% +$26.1K 0.03% 519
2023
Q2
$640K Sell
12,879
-63
-0.5% -$3.13K 0.03% 529
2023
Q1
$592K Sell
12,942
-820
-6% -$37.5K 0.02% 528
2022
Q4
$568K Sell
13,762
-550
-4% -$22.7K 0.02% 475
2022
Q3
$509K Sell
14,312
-295
-2% -$10.5K 0.02% 499
2022
Q2
$521K Buy
14,607
+946
+7% +$33.7K 0.02% 526
2022
Q1
$627K Sell
13,661
-645
-5% -$29.6K 0.03% 524
2021
Q4
$776K Buy
14,306
+1,075
+8% +$58.3K 0.03% 462
2021
Q3
$685K Buy
13,231
+1,320
+11% +$68.3K 0.03% 474
2021
Q2
$581K Buy
11,911
+1,344
+13% +$65.6K 0.03% 522
2021
Q1
$444K Sell
10,567
-46
-0.4% -$1.93K 0.03% 532
2020
Q4
$400K Sell
10,613
-281
-3% -$10.6K 0.03% 490
2020
Q3
$333K Sell
10,894
-1,592
-13% -$48.7K 0.03% 452
2020
Q2
$277K Buy
+12,486
New +$277K 0.03% 458