Spire 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 | $526K | Buy |
7,186
+100
| +1% | +$7.32K | 0.02% | 493 |
|
|
2025
Q1 | $449K | Sell |
7,086
-98
| -1% | -$6.21K | 0.01% | 596 |
|
|
2024
Q4 | $490K | Buy |
7,184
+312
| +5% | +$21.3K | 0.02% | 549 |
|
|
2024
Q3 | $553K | Sell |
6,872
-129
| -2% | -$10.4K | 0.02% | 499 |
|
|
2024
Q2 | $442K | Buy |
7,001
+703
| +11% | +$44.3K | 0.02% | 511 |
|
|
2024
Q1 | $366K | Buy |
6,298
+109
| +2% | +$6.34K | 0.01% | 602 |
|
|
2023
Q4 | $346K | Sell |
6,189
-128
| -2% | -$7.15K | 0.01% | 607 |
|
|
2023
Q3 | $349K | Buy |
6,317
+23
| +0.4% | +$1.27K | 0.01% | 562 |
|
|
2023
Q2 | $313K | Sell |
6,294
-2,138
| -25% | -$106K | 0.01% | 607 |
|
|
2023
Q1 | $386K | Sell |
8,432
-378
| -4% | -$17.3K | 0.02% | 551 |
|
|
2022
Q4 | $363K | Buy |
8,810
+321
| +4% | +$13.2K | 0.02% | 423 |
|
|
2022
Q3 | $302K | Buy |
8,489
+666
| +9% | +$23.7K | 0.02% | 440 |
|
|
2022
Q2 | $279K | Sell |
7,823
-3,966
| -34% | -$141K | 0.01% | 653 |
|
|
2022
Q1 | $541K | Buy |
11,789
+313
| +3% | +$14.4K | 0.01% | 550 |
|
|
2021
Q4 | $622K | Sell |
11,476
-4,564
| -28% | -$247K | 0.01% | 616 |
|
|
2021
Q3 | $830K | Buy |
16,040
+1,262
| +9% | +$65.3K | 0.02% | 455 |
|
|
2021
Q2 | $718K | Buy |
14,778
+6,423
| +77% | +$312K | 0.02% | 512 |
|
|
2021
Q1 | $287K | Buy |
+8,355
| New | +$287K | 0.01% | 889 |
|