Ritholtz Wealth 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 | $332K | Buy |
4,539
+571
| +14% | +$41.8K | 0.01% | 765 |
|
|
2025
Q1 | $252K | Buy |
3,968
+1,007
| +34% | +$63.8K | 0.01% | 797 |
|
|
2024
Q4 | $202K | Sell |
2,961
-77
| -3% | -$5.26K | 0.01% | 810 |
|
|
2024
Q3 | $245K | Sell |
3,038
-227
| -7% | -$18.3K | 0.01% | 758 |
|
|
2024
Q2 | $206K | Buy |
+3,265
| New | +$206K | 0.01% | 758 |
|
|
2022
Q1 | – | Sell |
-3,772
| Closed | -$205K | – | 553 |
|
|
2021
Q4 | $205K | Buy |
+3,772
| New | +$205K | 0.01% | 498 |
|
|
2021
Q3 | – | Sell |
-4,306
| Closed | -$209K | – | 518 |
|
|
2021
Q2 | $209K | Buy |
+4,306
| New | +$209K | 0.02% | 446 |
|