Principle 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 | $1.84M | Sell |
25,199
-190
| -0.7% | -$13.9K | 0.12% | 123 |
|
|
2025
Q1 | $1.61M | Sell |
25,389
-32
| -0.1% | -$2.03K | 0.12% | 130 |
|
|
2024
Q4 | $1.74M | Hold |
25,421
| – | – | 0.12% | 128 |
|
|
2024
Q3 | $2.05M | Buy |
25,421
+604
| +2% | +$48.6K | 0.14% | 119 |
|
|
2024
Q2 | $1.57M | Buy |
24,817
+69
| +0.3% | +$4.35K | 0.12% | 132 |
|
|
2024
Q1 | $1.44M | Sell |
24,748
-2,068
| -8% | -$120K | 0.11% | 136 |
|
|
2023
Q4 | $1.54M | Buy |
26,816
+60
| +0.2% | +$3.45K | 0.13% | 132 |
|
|
2023
Q3 | $1.48M | Buy |
26,756
+1,786
| +7% | +$98.6K | 0.15% | 121 |
|
|
2023
Q2 | $1.24M | Sell |
24,970
-225
| -0.9% | -$11.2K | 0.12% | 128 |
|
|
2023
Q1 | $1.15M | Buy |
25,195
+393
| +2% | +$18K | 0.12% | 128 |
|
|
2022
Q4 | $1.02M | Sell |
24,802
-900
| -4% | -$37.1K | 0.12% | 127 |
|
|
2022
Q3 | $914 | Sell |
25,702
-105
| -0.4% | -$4 | 0.09% | 126 |
|
|
2022
Q2 | $920K | Sell |
25,807
-1,251
| -5% | -$44.6K | 0.11% | 140 |
|
|
2022
Q1 | $1.24M | Sell |
27,058
-503
| -2% | -$23.1K | 0.13% | 122 |
|
|
2021
Q4 | $1.5M | Sell |
27,561
-196
| -0.7% | -$10.6K | 0.16% | 104 |
|
|
2021
Q3 | $1.44M | Buy |
27,757
+780
| +3% | +$40.4K | 0.17% | 108 |
|
|
2021
Q2 | $1.31M | Sell |
26,977
-482
| -2% | -$23.4K | 0.15% | 113 |
|
|
2021
Q1 | $1.16M | Sell |
27,459
-1,500
| -5% | -$63.3K | 0.14% | 117 |
|
|
2020
Q4 | $1.09M | Buy |
28,959
+21,313
| +279% | +$804K | 0.14% | 117 |
|
|
2020
Q3 | $234K | Buy |
7,646
+2,265
| +42% | +$69.3K | 0.07% | 135 |
|
|
2020
Q2 | $120K | Buy |
+5,381
| New | +$120K | 0.04% | 189 |
|