Sequoia Financial Advisors’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 | $1.42M | Buy |
19,467
+1,182
| +6% | +$86.5K | 0.01% | 568 |
|
|
2025
Q1 | $1.16M | Buy |
18,285
+1,400
| +8% | +$88.8K | 0.01% | 567 |
|
|
2024
Q4 | $1.15M | Buy |
16,885
+2,188
| +15% | +$149K | 0.01% | 539 |
|
|
2024
Q3 | $1.18M | Buy |
14,697
+1,600
| +12% | +$129K | 0.01% | 498 |
|
|
2024
Q2 | $826K | Buy |
13,097
+650
| +5% | +$41K | 0.01% | 530 |
|
|
2024
Q1 | $724K | Sell |
12,447
-4,802
| -28% | -$279K | 0.01% | 573 |
|
|
2023
Q4 | $991K | Buy |
17,249
+7,889
| +84% | +$453K | 0.01% | 529 |
|
|
2023
Q3 | $517K | Sell |
9,360
-637
| -6% | -$35.2K | 0.01% | 514 |
|
|
2023
Q2 | $497K | Buy |
9,997
+231
| +2% | +$11.5K | 0.01% | 530 |
|
|
2023
Q1 | $447K | Buy |
9,766
+899
| +10% | +$41.1K | 0.01% | 491 |
|
|
2022
Q4 | $366K | Buy |
8,867
+1,583
| +22% | +$65.3K | 0.01% | 522 |
|
|
2022
Q3 | $259K | Sell |
7,284
-681
| -9% | -$24.2K | 0.01% | 432 |
|
|
2022
Q2 | $284K | Buy |
7,965
+472
| +6% | +$16.8K | 0.01% | 452 |
|
|
2022
Q1 | $343K | Buy |
7,493
+1,412
| +23% | +$64.6K | 0.01% | 455 |
|
|
2021
Q4 | $330K | Buy |
+6,081
| New | +$330K | 0.01% | 420 |
|
|
2021
Q3 | – | Sell |
-20,909
| Closed | -$1.02M | – | 284 |
|
|
2021
Q2 | $1.02M | Buy |
20,909
+823
| +4% | +$40K | 0.04% | 203 |
|
|
2021
Q1 | $848K | Buy |
20,086
+171
| +0.9% | +$7.22K | 0.04% | 203 |
|
|
2020
Q4 | $751K | Buy |
19,915
+921
| +5% | +$34.7K | 0.03% | 202 |
|
|
2020
Q3 | $580K | Sell |
18,994
-606
| -3% | -$18.5K | 0.03% | 208 |
|
|
2020
Q2 | $436K | Buy |
+19,600
| New | +$436K | 0.03% | 234 |
|