Meridian 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 | $480K | Buy |
6,555
+285
| +5% | +$20.9K | 0.02% | 450 |
|
|
2025
Q1 | $398K | Buy |
6,270
+240
| +4% | +$15.2K | 0.02% | 463 |
|
|
2024
Q4 | $412K | Hold |
6,030
| – | – | 0.02% | 454 |
|
|
2024
Q3 | $485K | Buy |
6,030
+137
| +2% | +$11K | 0.02% | 413 |
|
|
2024
Q2 | $372K | Buy |
+5,893
| New | +$372K | 0.04% | 205 |
|
|
2024
Q1 | – | Sell |
-6,220
| Closed | -$357K | – | 232 |
|
|
2023
Q4 | $357K | Buy |
6,220
+100
| +2% | +$5.75K | 0.02% | 455 |
|
|
2023
Q3 | $338K | Sell |
6,120
-100
| -2% | -$5.52K | 0.02% | 434 |
|
|
2023
Q2 | $309K | Hold |
6,220
| – | – | 0.03% | 428 |
|
|
2023
Q1 | $285K | Sell |
6,220
-150
| -2% | -$6.86K | 0.02% | 439 |
|
|
2022
Q4 | $263K | Sell |
6,370
-154
| -2% | -$6.35K | 0.03% | 449 |
|
|
2022
Q3 | $232K | Sell |
6,524
-317
| -5% | -$11.3K | 0.03% | 422 |
|
|
2022
Q2 | $244K | Buy |
6,841
+877
| +15% | +$31.3K | 0.02% | 478 |
|
|
2022
Q1 | $274K | Buy |
5,964
+1
| +0% | +$46 | 0.03% | 329 |
|
|
2021
Q4 | $323K | Buy |
5,963
+1
| +0% | +$54 | 0.03% | 305 |
|
|
2021
Q3 | $309K | Buy |
5,962
+1
| +0% | +$52 | 0.04% | 298 |
|
|
2021
Q2 | $290K | Sell |
5,961
-819
| -12% | -$39.8K | 0.04% | 303 |
|
|
2021
Q1 | $286K | Sell |
6,780
-1,076
| -14% | -$45.4K | 0.04% | 284 |
|
|
2020
Q4 | $296K | Buy |
+7,856
| New | +$296K | 0.05% | 256 |
|