Massachusetts 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 | $1.55M | Buy |
21,160
+560
| +3% | +$41K | 0.87% | 48 |
|
|
2025
Q1 | $1.31M | Buy |
20,600
+1,775
| +9% | +$113K | 0.9% | 44 |
|
|
2024
Q4 | $1.28M | Buy |
18,825
+1,275
| +7% | +$87K | 0.79% | 51 |
|
|
2024
Q3 | $1.41M | Buy |
17,550
+1,175
| +7% | +$94.6K | 0.89% | 49 |
|
|
2024
Q2 | $1.03M | Buy |
16,375
+4,875
| +42% | +$308K | 0.69% | 57 |
|
|
2024
Q1 | $668K | Buy |
11,500
+3,225
| +39% | +$187K | 0.47% | 68 |
|
|
2023
Q4 | $475K | Buy |
8,275
+3,950
| +91% | +$227K | 0.38% | 73 |
|
|
2023
Q3 | $239K | Buy |
+4,325
| New | +$239K | 0.22% | 82 |
|