Sheets Smith 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 | $318K | Hold |
4,343
| – | – | 0.04% | 336 |
|
|
2025
Q1 | $275K | Hold |
4,343
| – | – | 0.03% | 308 |
|
|
2024
Q4 | $296K | Hold |
4,343
| – | – | 0.04% | 314 |
|
|
2024
Q3 | $350K | Hold |
4,343
| – | – | 0.04% | 300 |
|
|
2024
Q2 | $274K | Buy |
4,343
+1
| +0% | +$63 | 0.03% | 327 |
|
|
2024
Q1 | $252K | Buy |
4,342
+550
| +15% | +$32K | 0.03% | 342 |
|
|
2023
Q4 | $218K | Hold |
3,792
| – | – | 0.03% | 322 |
|
|
2023
Q3 | $209K | Buy |
+3,792
| New | +$209K | 0.03% | 306 |
|
|
2022
Q2 | – | Sell |
-4,618
| Closed | -$212K | – | 311 |
|
|
2022
Q1 | $212K | Sell |
4,618
-20
| -0.4% | -$918 | 0.03% | 334 |
|
|
2021
Q4 | $252K | Hold |
4,638
| – | – | 0.03% | 333 |
|
|
2021
Q3 | $240K | Buy |
4,638
+21
| +0.5% | +$1.09K | 0.03% | 333 |
|
|
2021
Q2 | $224K | Sell |
4,617
-312
| -6% | -$15.1K | 0.03% | 337 |
|
|
2021
Q1 | $208K | Buy |
+4,929
| New | +$208K | 0.03% | 317 |
|