Morton Brown Family Wealth’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 | $18.1K | Hold |
247
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $15.7K | Hold |
247
| – | – | 0.01% | 164 |
|
|
2024
Q4 | $16.9K | Hold |
247
| – | – | 0.01% | 145 |
|
|
2024
Q3 | $19.9K | Hold |
247
| – | – | 0.01% | 133 |
|
|
2024
Q2 | $16.6K | Hold |
247
| – | – | 0.01% | 137 |
|
|
2024
Q1 | $14.4K | Hold |
247
| – | – | 0.01% | 137 |
|
|
2023
Q4 | $14.2K | Hold |
247
| – | – | 0.01% | 164 |
|
|
2023
Q3 | $13.6K | Hold |
247
| – | – | 0.01% | 117 |
|
|
2023
Q2 | $12.3K | Hold |
247
| – | – | 0.01% | 112 |
|
|
2023
Q1 | $11.3K | Hold |
247
| – | – | 0.01% | 123 |
|
|
2022
Q4 | $10.2K | Hold |
247
| – | – | 0.01% | 113 |
|
|
2022
Q3 | $9K | Sell |
247
-120
| -33% | -$4.37K | 0.01% | 111 |
|
|
2022
Q2 | $13K | Hold |
367
| – | – | 0.01% | 103 |
|
|
2022
Q1 | $17K | Sell |
367
-42
| -10% | -$1.95K | 0.01% | 98 |
|
|
2021
Q4 | $22K | Buy |
+409
| New | +$22K | 0.02% | 99 |
|