Larson Financial 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 | $297K | Buy |
4,057
+986
| +32% | +$72.2K | 0.01% | 574 |
|
2025
Q1 | $195K | Buy |
3,071
+663
| +28% | +$42K | 0.01% | 625 |
|
2024
Q4 | $164K | Buy |
2,408
+149
| +7% | +$10.2K | 0.01% | 611 |
|
2024
Q3 | $182K | Buy |
2,259
+1,140
| +102% | +$91.7K | 0.01% | 593 |
|
2024
Q2 | $70.6K | Buy |
1,119
+401
| +56% | +$25.3K | ﹤0.01% | 728 |
|
2024
Q1 | $41.7K | Buy |
718
+201
| +39% | +$11.7K | ﹤0.01% | 732 |
|
2023
Q4 | $29.7K | Buy |
517
+6
| +1% | +$345 | ﹤0.01% | 754 |
|
2023
Q3 | $28.2K | Buy |
511
+221
| +76% | +$12.2K | ﹤0.01% | 737 |
|
2023
Q2 | $14.4K | Buy |
290
+1
| +0.3% | +$50 | ﹤0.01% | 829 |
|
2023
Q1 | $13.2K | Buy |
289
+2
| +0.7% | +$91 | ﹤0.01% | 846 |
|
2022
Q4 | $11.9K | Buy |
287
+1
| +0.3% | +$41 | ﹤0.01% | 813 |
|
2022
Q3 | $10K | Buy |
286
+1
| +0.4% | +$35 | ﹤0.01% | 784 |
|
2022
Q2 | $10K | Sell |
285
-99
| -26% | -$3.47K | ﹤0.01% | 716 |
|
2022
Q1 | $18K | Buy |
384
+1
| +0.3% | +$47 | ﹤0.01% | 543 |
|
2021
Q4 | $21K | Hold |
383
| – | – | ﹤0.01% | 527 |
|
2021
Q3 | $20K | Buy |
383
+1
| +0.3% | +$52 | ﹤0.01% | 464 |
|
2021
Q2 | $19K | Buy |
382
+1
| +0.3% | +$50 | ﹤0.01% | 439 |
|
2021
Q1 | $16K | Hold |
381
| – | – | ﹤0.01% | 449 |
|
2020
Q4 | $14K | Buy |
381
+1
| +0.3% | +$37 | ﹤0.01% | 432 |
|
2020
Q3 | $12K | Buy |
380
+1
| +0.3% | +$32 | ﹤0.01% | 408 |
|
2020
Q2 | $8K | Buy |
+379
| New | +$8K | ﹤0.01% | 425 |
|