Madison Wealth Partners’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 | $279K | Hold |
3,813
| – | – | 0.06% | 132 |
|
|
2025
Q1 | $242K | Hold |
3,813
| – | – | 0.06% | 133 |
|
|
2024
Q4 | $260K | Hold |
3,813
| – | – | 0.07% | 128 |
|
|
2024
Q3 | $307K | Hold |
3,813
| – | – | 0.09% | 112 |
|
|
2024
Q2 | $241K | Buy |
3,813
+106
| +3% | +$6.69K | 0.08% | 111 |
|
|
2024
Q1 | $215K | Hold |
3,707
| – | – | 0.08% | 117 |
|
|
2023
Q4 | $213K | Hold |
3,707
| – | – | 0.08% | 111 |
|
|
2023
Q3 | $205K | Buy |
+3,707
| New | +$205K | 0.1% | 90 |
|
|
2022
Q1 | – | Sell |
-3,716
| Closed | -$202K | – | 82 |
|
|
2021
Q4 | $202K | Buy |
+3,716
| New | +$202K | 0.1% | 75 |
|