Laurel Wealth Advisors (North Carolina)’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 | $9.86M | Buy |
721,654
+711,889
| +7,290% | +$9.73M | 0.14% | 107 |
|
|
2025
Q1 | $619K | Sell |
9,765
-50
| -0.5% | -$3.17K | 0.1% | 125 |
|
|
2024
Q4 | $670K | Sell |
9,815
-50
| -0.5% | -$3.41K | 0.1% | 120 |
|
|
2024
Q3 | $794K | Sell |
9,865
-722
| -7% | -$58.1K | 0.13% | 114 |
|
|
2024
Q2 | $668K | Sell |
10,587
-80
| -0.7% | -$5.05K | 0.12% | 120 |
|
|
2024
Q1 | $620K | Sell |
10,667
-140
| -1% | -$8.14K | 0.11% | 120 |
|
|
2023
Q4 | $621K | Sell |
10,807
-40
| -0.4% | -$2.3K | 0.12% | 116 |
|
|
2023
Q3 | $599K | Sell |
10,847
-260
| -2% | -$14.4K | 0.13% | 113 |
|
|
2023
Q2 | $552K | Sell |
11,107
-150
| -1% | -$7.46K | 0.11% | 117 |
|
|
2023
Q1 | $515K | Sell |
11,257
-7
| -0.1% | -$320 | 0.11% | 117 |
|
|
2022
Q4 | $465K | Sell |
11,264
-79
| -0.7% | -$3.26K | 0.11% | 117 |
|
|
2022
Q3 | $403K | Hold |
11,343
| – | – | 0.1% | 118 |
|
|
2022
Q2 | $404K | Sell |
11,343
-535
| -5% | -$19.1K | 0.1% | 121 |
|
|
2022
Q1 | $545K | Sell |
11,878
-35
| -0.3% | -$1.61K | 0.11% | 117 |
|
|
2021
Q4 | $646K | Hold |
11,913
| – | – | 0.13% | 110 |
|
|
2021
Q3 | $617K | Sell |
11,913
-350
| -3% | -$18.1K | 0.14% | 110 |
|
|
2021
Q2 | $596K | Sell |
12,263
-625
| -5% | -$30.4K | 0.13% | 111 |
|
|
2021
Q1 | $544K | Sell |
12,888
-100
| -0.8% | -$4.22K | 0.13% | 111 |
|
|
2020
Q4 | $490K | Buy |
12,988
+775
| +6% | +$29.2K | 0.13% | 111 |
|
|
2020
Q3 | $373K | Sell |
12,213
-450
| -4% | -$13.7K | 0.11% | 119 |
|
|
2020
Q2 | $281K | Buy |
+12,663
| New | +$281K | 0.09% | 124 |
|