Mark Sheptoff Financial Planning’s Carrier Global CARR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13K | Hold |
203
| – | – | 0.01% | 313 |
|
|
2025
Q4 | $10.7K | Hold |
203
| – | – | 0.01% | 345 |
|
|
2025
Q3 | $12.1K | Hold |
203
| – | – | 0.01% | 326 |
|
|
2025
Q2 | $14.9K | Hold |
203
| – | – | 0.01% | 300 |
|
|
2025
Q1 | $12.9K | Hold |
203
| – | – | 0.01% | 295 |
|
|
2024
Q4 | $13.9K | Hold |
203
| – | – | 0.01% | 290 |
|
|
2024
Q3 | $16.3K | Hold |
203
| – | – | 0.01% | 259 |
|
|
2024
Q2 | $12.8K | Hold |
203
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $11.8K | Sell |
203
-200
| -50% | -$11.2K | 0.01% | 283 |
|
|
2023
Q4 | $23.2K | Hold |
403
| – | – | 0.01% | 217 |
|
|
2023
Q3 | $22.2K | Sell |
403
-4,653
| -92% | -$256K | 0.01% | 200 |
|
|
2023
Q2 | $251K | Buy |
5,056
+2,877
| +132% | +$127K | 0.14% | 82 |
|
|
2023
Q1 | $99.7K | Hold |
2,179
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $89.9K | Buy |
2,179
+103
| +5% | +$4.18K | 0.05% | 119 |
|
|
2022
Q3 | $74K | Hold |
2,076
| – | – | 0.05% | 123 |
|
|
2022
Q2 | $74K | Sell |
2,076
-104
| -5% | -$4.08K | 0.04% | 130 |
|
|
2022
Q1 | $100K | Sell |
2,180
-100
| -4% | -$4.71K | 0.05% | 135 |
|
|
2021
Q4 | $124K | Buy |
2,280
+125
| +6% | +$6.75K | 0.06% | 125 |
|
|
2021
Q3 | $112K | Hold |
2,155
| – | – | 0.06% | 130 |
|
|
2021
Q2 | $105K | Buy |
2,155
+250
| +13% | +$11.2K | 0.06% | 137 |
|
|
2021
Q1 | $80K | Hold |
1,905
| – | – | 0.05% | 133 |
|
|
2020
Q4 | $72K | Hold |
1,905
| – | – | 0.04% | 141 |
|
|
2020
Q3 | $58K | Sell |
1,905
-3,956
| -67% | -$112K | 0.04% | 142 |
|
|
2020
Q2 | $130K | Buy |
+5,861
| New | +$109K | 0.08% | 106 |
|
Other funds holding CARR
VCM
VPM
