Ted Buchan & Co’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 | $371K | Hold |
5,070
| – | – | 0.15% | 71 |
|
|
2025
Q1 | $321K | Hold |
5,070
| – | – | 0.15% | 73 |
|
|
2024
Q4 | $346K | Hold |
5,070
| – | – | 0.16% | 68 |
|
|
2024
Q3 | $408K | Hold |
5,070
| – | – | 0.19% | 63 |
|
|
2024
Q2 | $320K | Hold |
5,070
| – | – | 0.17% | 70 |
|
|
2024
Q1 | $295K | Hold |
5,070
| – | – | 0.18% | 75 |
|
|
2023
Q4 | $291K | Hold |
5,070
| – | – | 0.21% | 64 |
|
|
2023
Q3 | $280K | Hold |
5,070
| – | – | 0.22% | 61 |
|
|
2023
Q2 | $252K | Buy |
5,070
+410
| +9% | +$20.4K | 0.19% | 69 |
|
|
2023
Q1 | $213K | Buy |
+4,660
| New | +$213K | 0.18% | 78 |
|