NewEdge 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
$3.74M Buy
51,128
+10,900
+27% +$798K 0.02% 682
2025
Q1
$2.55M Sell
40,228
-486
-1% -$30.8K 0.02% 755
2024
Q4
$2.78M Buy
40,714
+4,525
+13% +$309K 0.02% 694
2024
Q3
$2.91M Buy
36,189
+1,188
+3% +$95.6K 0.02% 656
2024
Q2
$2.21M Buy
35,001
+1,058
+3% +$66.7K 0.02% 711
2024
Q1
$1.97M Buy
33,943
+8,512
+33% +$495K 0.02% 698
2023
Q4
$1.44M Sell
25,431
-12,811
-33% -$726K 0.01% 784
2023
Q3
$2.11M Buy
38,242
+4,226
+12% +$233K 0.02% 583
2023
Q2
$1.69M Buy
34,016
+2,280
+7% +$113K 0.02% 652
2023
Q1
$1.42M Buy
31,736
+9,691
+44% +$433K 0.02% 651
2022
Q4
$695K Buy
22,045
+8,503
+63% +$268K 0.02% 649
2022
Q3
$482K Sell
13,542
-19,821
-59% -$705K 0.01% 985
2022
Q2
$1.19M Buy
33,363
+2,003
+6% +$71.4K 0.02% 606
2022
Q1
$1.44M Buy
31,360
+14,855
+90% +$682K 0.02% 521
2021
Q4
$895K Buy
16,505
+10,505
+175% +$570K 0.01% 789
2021
Q3
$311K Buy
6,000
+81
+1% +$4.2K 0.01% 885
2021
Q2
$288K Sell
5,919
-530
-8% -$25.8K 0.01% 924
2021
Q1
$272K Sell
6,449
-4,666
-42% -$197K 0.01% 847
2020
Q4
$419K Buy
11,115
+1,036
+10% +$39.1K 0.01% 667
2020
Q3
$308K Sell
10,079
-3,618
-26% -$111K 0.01% 706
2020
Q2
$304K Buy
+13,697
New +$304K 0.01% 670