Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $19K | Sell |
337
-288
| -46% | -$17K | ﹤0.01% | 434 |
|
|
2025
Q4 | $33K | Sell |
625
-153
| -20% | -$8.51K | ﹤0.01% | 376 |
|
|
2025
Q3 | $46.4K | Hold |
778
| – | – | ﹤0.01% | 351 |
|
|
2025
Q2 | $56.9K | Buy |
778
+275
| +55% | +$18.7K | ﹤0.01% | 314 |
|
|
2025
Q1 | $31.9K | Sell |
503
-85
| -14% | -$5.65K | ﹤0.01% | 413 |
|
|
2024
Q4 | $40.1K | Buy |
588
+85
| +17% | +$6.41K | ﹤0.01% | 385 |
|
|
2024
Q3 | $40.5K | Sell |
503
-400
| -44% | -$27.9K | ﹤0.01% | 421 |
|
|
2024
Q2 | $57K | Hold |
903
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $52.5K | Buy |
903
+150
| +20% | +$8.43K | 0.01% | 327 |
|
|
2023
Q4 | $43.3K | Hold |
753
| – | – | ﹤0.01% | 337 |
|
|
2023
Q3 | $41.6K | Sell |
753
-38
| -5% | -$2.09K | 0.01% | 313 |
|
|
2023
Q2 | $39.3K | Hold |
791
| – | – | ﹤0.01% | 331 |
|
|
2023
Q1 | $36.2K | Sell |
791
-279
| -26% | -$12.5K | ﹤0.01% | 340 |
|
|
2022
Q4 | $44.1K | Buy |
1,070
+267
| +33% | +$10.8K | 0.01% | 328 |
|
|
2022
Q3 | $29K | Hold |
803
| – | – | 0.01% | 393 |
|
|
2022
Q2 | $29K | Sell |
803
-56
| -7% | -$2.2K | ﹤0.01% | 391 |
|
|
2022
Q1 | $39K | Sell |
859
-181
| -17% | -$8.52K | 0.01% | 365 |
|
|
2021
Q4 | $56K | Sell |
1,040
-8,168
| -89% | -$441K | 0.01% | 340 |
|
|
2021
Q3 | $477K | Buy |
9,208
+8,370
| +999% | +$450K | 0.11% | 92 |
|
|
2021
Q2 | $41K | Buy |
838
+400
| +91% | +$17.9K | 0.01% | 414 |
|
|
2021
Q1 | $18K | Sell |
438
-200
| -31% | -$7.78K | ﹤0.01% | 545 |
|
|
2020
Q4 | $24K | Sell |
638
-600
| -48% | -$21.7K | 0.01% | 488 |
|
|
2020
Q3 | $38K | Sell |
1,238
-16
| -1% | -$453 | 0.01% | 368 |
|
|
2020
Q2 | $28K | Buy |
+1,254
| New | +$23.3K | 0.01% | 373 |
|
Other funds holding CARR
VCM
VPM
