Moneta Group Investment Advisors’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 | $1.21M | Buy |
16,514
+4,211
| +34% | +$308K | 0.01% | 282 |
|
|
2025
Q1 | $780K | Sell |
12,303
-3,035
| -20% | -$192K | 0.01% | 321 |
|
|
2024
Q4 | $1.05M | Buy |
15,338
+3,265
| +27% | +$223K | 0.01% | 279 |
|
|
2024
Q3 | $972K | Buy |
12,073
+81
| +0.7% | +$6.52K | 0.01% | 283 |
|
|
2024
Q2 | $756K | Buy |
11,992
+1,183
| +11% | +$74.6K | 0.01% | 311 |
|
|
2024
Q1 | $628K | Buy |
10,809
+2,746
| +34% | +$160K | 0.01% | 334 |
|
|
2023
Q4 | $463K | Buy |
8,063
+34
| +0.4% | +$1.95K | 0.01% | 353 |
|
|
2023
Q3 | $443K | Buy |
8,029
+17
| +0.2% | +$938 | 0.01% | 341 |
|
|
2023
Q2 | $398K | Sell |
8,012
-37
| -0.5% | -$1.84K | 0.01% | 372 |
|
|
2023
Q1 | $368K | Buy |
8,049
+1,187
| +17% | +$54.3K | 0.01% | 373 |
|
|
2022
Q4 | $312K | Sell |
6,862
-3,177
| -32% | -$145K | 0.01% | 365 |
|
|
2022
Q3 | $357K | Sell |
10,039
-1,655
| -14% | -$58.9K | 0.01% | 318 |
|
|
2022
Q2 | $417K | Buy |
11,694
+1,099
| +10% | +$39.2K | 0.01% | 325 |
|
|
2022
Q1 | $486K | Buy |
10,595
+31
| +0.3% | +$1.42K | 0.02% | 295 |
|
|
2021
Q4 | $573K | Sell |
10,564
-236
| -2% | -$12.8K | 0.02% | 278 |
|
|
2021
Q3 | $559K | Sell |
10,800
-826
| -7% | -$42.8K | 0.03% | 264 |
|
|
2021
Q2 | $565K | Sell |
11,626
-122
| -1% | -$5.93K | 0.03% | 268 |
|
|
2021
Q1 | $496K | Buy |
+11,748
| New | +$496K | 0.03% | 264 |
|