Liberty 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 | $231K | Buy |
+3,160
| New | +$231K | 0.04% | 204 |
|
|
2025
Q1 | – | Sell |
-3,189
| Closed | -$218K | – | 162 |
|
|
2024
Q4 | $218K | Buy |
3,189
+5
| +0.2% | +$341 | 0.04% | 192 |
|
|
2024
Q3 | $256K | Buy |
+3,184
| New | +$256K | 0.04% | 176 |
|
|
2023
Q3 | – | Sell |
-3,118
| Closed | -$201K | – | 176 |
|
|
2023
Q2 | $201K | Buy |
+3,118
| New | +$201K | 0.05% | 185 |
|
|
2021
Q4 | – | Sell |
-4,883
| Closed | -$258K | – | 298 |
|
|
2021
Q3 | $258K | Buy |
4,883
+1,684
| +53% | +$89K | 0.09% | 135 |
|
|
2021
Q2 | $155K | Buy |
3,199
+1,667
| +109% | +$80.8K | 0.06% | 158 |
|
|
2021
Q1 | $59K | Hold |
1,532
| – | – | 0.03% | 250 |
|
|
2020
Q4 | $59K | Buy |
1,532
+5
| +0.3% | +$193 | 0.03% | 248 |
|
|
2020
Q3 | $47K | Buy |
1,527
+200
| +15% | +$6.16K | 0.03% | 239 |
|
|
2020
Q2 | $29K | Buy |
+1,327
| New | +$29K | 0.02% | 320 |
|