Plato Investment Management’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 | $901K | Buy |
12,349
+6,781
| +122% | +$494K | 0.07% | 275 |
|
|
2025
Q1 | $357K | Hold |
5,568
| – | – | 0.03% | 356 |
|
|
2024
Q4 | $381K | Sell |
5,568
-4,615
| -45% | -$316K | 0.03% | 365 |
|
|
2024
Q3 | $819K | Hold |
10,183
| – | – | 0.07% | 268 |
|
|
2024
Q2 | $642K | Sell |
10,183
-16,198
| -61% | -$1.02M | 0.06% | 256 |
|
|
2024
Q1 | $1.53M | Buy |
26,381
+25,866
| +5,023% | +$1.5M | 0.16% | 155 |
|
|
2023
Q4 | $29.6K | Buy |
+515
| New | +$29.6K | 0.04% | 282 |
|