Modera 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 | $1.62M | Buy |
22,147
+444
| +2% | +$32.5K | 0.02% | 281 |
|
|
2025
Q1 | $1.38M | Sell |
21,703
-143
| -0.7% | -$9.07K | 0.02% | 289 |
|
|
2024
Q4 | $1.49M | Buy |
21,846
+90
| +0.4% | +$6.14K | 0.02% | 275 |
|
|
2024
Q3 | $1.75M | Hold |
21,756
| – | – | 0.02% | 248 |
|
|
2024
Q2 | $1.37M | Buy |
21,756
+809
| +4% | +$51K | 0.02% | 259 |
|
|
2024
Q1 | $1.22M | Buy |
20,947
+68
| +0.3% | +$3.95K | 0.02% | 272 |
|
|
2023
Q4 | $1.2M | Sell |
20,879
-220
| -1% | -$12.6K | 0.02% | 270 |
|
|
2023
Q3 | $1.16M | Buy |
21,099
+3,430
| +19% | +$189K | 0.02% | 263 |
|
|
2023
Q2 | $878K | Buy |
+17,669
| New | +$878K | 0.02% | 310 |
|
|
2022
Q1 | – | Sell |
-10,206
| Closed | -$554K | – | 394 |
|
|
2021
Q4 | $554K | Buy |
+10,206
| New | +$554K | 0.02% | 259 |
|