TFM
TFC Financial Management’s Carrier Global CARR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $307K | Sell |
4,189
-4
| -0.1% | -$293 | 0.04% | 101 |
|
|
2025
Q1 | $266K | Sell |
4,193
-137
| -3% | -$8.69K | 0.04% | 101 |
|
|
2024
Q4 | $296K | Buy |
4,330
+428
| +11% | +$29.2K | 0.05% | 101 |
|
|
2024
Q3 | $314K | Buy |
3,902
+164
| +4% | +$13.2K | 0.05% | 99 |
|
|
2024
Q2 | $236K | Sell |
3,738
-4
| -0.1% | -$252 | 0.04% | 111 |
|
|
2024
Q1 | $218K | Buy |
3,742
+4
| +0.1% | +$233 | 0.04% | 110 |
|
|
2023
Q4 | $215K | Hold |
3,738
| – | – | 0.04% | 109 |
|
|
2023
Q3 | $206K | Sell |
3,738
-580
| -13% | -$32K | 0.05% | 104 |
|
|
2023
Q2 | $215K | Sell |
4,318
-81
| -2% | -$4.03K | 0.05% | 100 |
|
|
2023
Q1 | $201K | Buy |
4,399
+264
| +6% | +$12.1K | 0.05% | 106 |
|
|
2022
Q4 | $171K | Buy |
4,135
+14
| +0.3% | +$578 | 0.05% | 102 |
|
|
2022
Q3 | $147K | Buy |
4,121
+2,476
| +151% | +$88.3K | 0.05% | 108 |
|
|
2022
Q2 | $59K | Sell |
1,645
-3,385
| -67% | -$121K | 0.02% | 192 |
|
|
2022
Q1 | $231K | Buy |
5,030
+827
| +20% | +$38K | 0.07% | 88 |
|
|
2021
Q4 | $228K | Buy |
4,203
+1,351
| +47% | +$73.3K | 0.07% | 94 |
|
|
2021
Q3 | $148K | Buy |
2,852
+417
| +17% | +$21.6K | 0.05% | 124 |
|
|
2021
Q2 | $118K | Buy |
2,435
+134
| +6% | +$6.49K | 0.04% | 138 |
|
|
2021
Q1 | $97K | Buy |
2,301
+3
| +0.1% | +$126 | 0.04% | 151 |
|
|
2020
Q4 | $87K | Buy |
2,298
+824
| +56% | +$31.2K | 0.04% | 155 |
|
|
2020
Q3 | $45K | Buy |
+1,474
| New | +$45K | 0.02% | 183 |
|