Premier Path Wealth Partners’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 | $363K | Buy |
4,963
+578
| +13% | +$42.3K | 0.05% | 292 |
|
|
2025
Q1 | $278K | Buy |
4,385
+271
| +7% | +$17.2K | 0.04% | 313 |
|
|
2024
Q4 | $281K | Buy |
4,114
+68
| +2% | +$4.64K | 0.04% | 314 |
|
|
2024
Q3 | $326K | Buy |
4,046
+57
| +1% | +$4.59K | 0.05% | 287 |
|
|
2024
Q2 | $252K | Buy |
3,989
+220
| +6% | +$13.9K | 0.04% | 323 |
|
|
2024
Q1 | $219K | Sell |
3,769
-453
| -11% | -$26.3K | 0.04% | 319 |
|
|
2023
Q4 | $243K | Buy |
+4,222
| New | +$243K | 0.05% | 291 |
|