Northwest Financial 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 | $315K | Buy |
4,309
+13
| +0.3% | +$951 | 0.44% | 66 |
|
|
2025
Q1 | $272K | Buy |
4,296
+13
| +0.3% | +$824 | 0.23% | 89 |
|
|
2024
Q4 | $292K | Buy |
4,283
+10
| +0.2% | +$683 | 0.24% | 84 |
|
|
2024
Q3 | $344K | Buy |
4,273
+12
| +0.3% | +$966 | 0.27% | 72 |
|
|
2024
Q2 | $269K | Buy |
4,261
+12
| +0.3% | +$757 | 0.27% | 74 |
|
|
2024
Q1 | $247K | Buy |
4,249
+13
| +0.3% | +$756 | 0.27% | 78 |
|
|
2023
Q4 | $243K | Buy |
+4,236
| New | +$243K | 0.21% | 78 |
|