Private Wealth Management Group’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 | $20K | Buy |
273
+39
| +17% | +$2.85K | 0.01% | 304 |
|
|
2025
Q1 | $14.8K | Hold |
234
| – | – | 0.01% | 364 |
|
|
2024
Q4 | $16K | Hold |
234
| – | – | 0.01% | 366 |
|
|
2024
Q3 | $18.8K | Buy |
234
+3
| +1% | +$241 | 0.01% | 302 |
|
|
2024
Q2 | $14.6K | Hold |
231
| – | – | 0.01% | 351 |
|
|
2024
Q1 | $13.4K | Hold |
231
| – | – | 0.01% | 345 |
|
|
2023
Q4 | $13.3K | Buy |
+231
| New | +$13.3K | 0.01% | 347 |
|