Mutual 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 | $982K | Buy |
12,163
+6,657
| +121% | +$537K | 0.02% | 523 |
|
|
2025
Q1 | $331K | Buy |
5,506
+298
| +6% | +$17.9K | 0.01% | 875 |
|
|
2024
Q4 | $363K | Sell |
5,208
-276
| -5% | -$19.2K | 0.01% | 824 |
|
|
2024
Q3 | $400K | Buy |
5,484
+56
| +1% | +$4.08K | 0.01% | 783 |
|
|
2024
Q2 | $367K | Buy |
5,428
+37
| +0.7% | +$2.5K | 0.01% | 824 |
|
|
2024
Q1 | $313K | Buy |
5,391
+93
| +2% | +$5.41K | 0.01% | 849 |
|
|
2023
Q4 | $304K | Sell |
5,298
-86
| -2% | -$4.94K | 0.01% | 817 |
|
|
2023
Q3 | $297K | Sell |
5,384
-1,532
| -22% | -$84.6K | 0.01% | 777 |
|
|
2023
Q2 | $344K | Buy |
6,916
+1,822
| +36% | +$90.6K | 0.01% | 766 |
|
|
2023
Q1 | $233K | Sell |
5,094
-1,301
| -20% | -$59.5K | 0.01% | 867 |
|
|
2022
Q4 | $264K | Sell |
6,395
-1,193
| -16% | -$49.2K | 0.01% | 781 |
|
|
2022
Q3 | $270K | Buy |
7,588
+1,093
| +17% | +$38.9K | 0.01% | 742 |
|
|
2022
Q2 | $232K | Sell |
6,495
-1,774
| -21% | -$63.4K | 0.02% | 748 |
|
|
2022
Q1 | $379K | Sell |
8,269
-2,036
| -20% | -$93.3K | 0.02% | 649 |
|
|
2021
Q4 | $559K | Sell |
10,305
-511
| -5% | -$27.7K | 0.03% | 542 |
|
|
2021
Q3 | $560K | Buy |
10,816
+3,035
| +39% | +$157K | 0.03% | 509 |
|
|
2021
Q2 | $378K | Buy |
7,781
+526
| +7% | +$25.6K | 0.02% | 616 |
|
|
2021
Q1 | $306K | Sell |
7,255
-1,977
| -21% | -$83.4K | 0.02% | 625 |
|
|
2020
Q4 | $348K | Buy |
9,232
+1,537
| +20% | +$57.9K | 0.03% | 565 |
|
|
2020
Q3 | $235K | Sell |
7,695
-2,431
| -24% | -$74.2K | 0.02% | 598 |
|
|
2020
Q2 | $225K | Buy |
+10,126
| New | +$225K | 0.02% | 570 |
|