Personal CFO Solutions’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 | $1.5M | Buy |
20,513
+63
| +0.3% | +$4.61K | 0.28% | 70 |
|
2025
Q1 | $1.3M | Buy |
20,450
+121
| +0.6% | +$7.67K | 0.26% | 75 |
|
2024
Q4 | $1.39M | Buy |
20,329
+91
| +0.4% | +$6.21K | 0.27% | 70 |
|
2024
Q3 | $1.63M | Buy |
20,238
+90
| +0.4% | +$7.24K | 0.23% | 82 |
|
2024
Q2 | $1.27M | Buy |
20,148
+7,537
| +60% | +$475K | 0.2% | 96 |
|
2024
Q1 | $733K | Buy |
12,611
+1,257
| +11% | +$73.1K | 0.11% | 187 |
|
2023
Q4 | $652K | Sell |
11,354
-411
| -3% | -$23.6K | 0.11% | 182 |
|
2023
Q3 | $649K | Buy |
11,765
+37
| +0.3% | +$2.04K | 0.13% | 153 |
|
2023
Q2 | $583K | Buy |
11,728
+32
| +0.3% | +$1.59K | 0.12% | 173 |
|
2023
Q1 | $535K | Sell |
11,696
-2
| -0% | -$91 | 0.11% | 182 |
|
2022
Q4 | $483K | Buy |
11,698
+9
| +0.1% | +$371 | 0.1% | 196 |
|
2022
Q3 | $416K | Buy |
11,689
+25
| +0.2% | +$890 | 0.1% | 186 |
|
2022
Q2 | $416K | Buy |
11,664
+39
| +0.3% | +$1.39K | 0.1% | 190 |
|
2022
Q1 | $533K | Sell |
11,625
-138
| -1% | -$6.33K | 0.11% | 187 |
|
2021
Q4 | $638K | Buy |
11,763
+40
| +0.3% | +$2.17K | 0.12% | 163 |
|
2021
Q3 | $607K | Sell |
11,723
-188
| -2% | -$9.73K | 0.12% | 160 |
|
2021
Q2 | $579K | Buy |
11,911
+7
| +0.1% | +$340 | 0.12% | 172 |
|
2021
Q1 | $503K | Sell |
11,904
-128
| -1% | -$5.41K | 0.11% | 173 |
|
2020
Q4 | $454K | Buy |
12,032
+139
| +1% | +$5.25K | 0.11% | 181 |
|
2020
Q3 | $0 | Buy |
11,893
+2,512
| +27% | – | ﹤0.01% | 167 |
|
2020
Q2 | $208K | Buy |
+9,381
| New | +$208K | 0.06% | 285 |
|