OneDigital Investment Advisors’s Carrier Global CARR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.23M Sell
2025
Q2
$1.54M Buy
2025
Q1
$1.32M Buy
2024
Q4
$1.37M Sell
2024
Q3
$1.64M Sell
2024
Q2
$1.32M Buy
2024
Q1
$1.01M Sell
2023
Q4
$1.05M Sell
2023
Q3
$1.07M Sell
2023
Q2
$973K Sell
2023
Q1
$908K Buy
2022
Q4
$787K Buy
2022
Q3
$666K Sell
2022
Q2
$672K Sell
2022
Q1
$941K Buy
2021
Q4
$900K Sell
2021
Q3
$870K Buy
2021
Q2
$800K Buy
2021
Q1
$661K Sell
2020
Q4
$614K Sell
2020
Q3
$498K Sell
2020
Q2
$381K Buy