Sittner & Nelson’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 | $263K | Buy |
3,587
+300
| +9% | +$22K | 0.11% | 124 |
|
|
2025
Q1 | $208K | Buy |
3,287
+100
| +3% | +$6.34K | 0.09% | 136 |
|
|
2024
Q4 | $218K | Hold |
3,187
| – | – | 0.09% | 120 |
|
|
2024
Q3 | $257K | Buy |
3,187
+150
| +5% | +$12.1K | 0.11% | 115 |
|
|
2024
Q2 | $192K | Buy |
3,037
+2,800
| +1,181% | +$177K | 0.09% | 117 |
|
|
2024
Q1 | $13.8K | Hold |
237
| – | – | 0.01% | 316 |
|
|
2023
Q4 | $13.6K | Hold |
237
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $13.1K | Hold |
237
| – | – | 0.01% | 320 |
|
|
2023
Q2 | $11.8K | Sell |
237
-61
| -20% | -$3.03K | 0.01% | 334 |
|
|
2023
Q1 | $13.6K | Hold |
298
| – | – | 0.01% | 332 |
|
|
2022
Q4 | $12.3K | Sell |
298
-73
| -20% | -$3.01K | 0.01% | 322 |
|
|
2022
Q3 | $13K | Hold |
371
| – | – | 0.01% | 300 |
|
|
2022
Q2 | $13K | Hold |
371
| – | – | 0.01% | 334 |
|
|
2022
Q1 | $17K | Hold |
371
| – | – | 0.01% | 289 |
|
|
2021
Q4 | $20K | Hold |
371
| – | – | 0.01% | 267 |
|
|
2021
Q3 | $19K | Hold |
371
| – | – | 0.01% | 264 |
|
|
2021
Q2 | $18K | Hold |
371
| – | – | 0.01% | 252 |
|
|
2021
Q1 | $16K | Hold |
371
| – | – | 0.01% | 251 |
|
|
2020
Q4 | $14K | Buy |
+371
| New | +$14K | 0.01% | 252 |
|