Trueblood 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 | $1.79M | Buy |
24,525
+1,050
| +4% | +$76.8K | 0.75% | 30 |
|
|
2025
Q1 | $1.49M | Buy |
23,475
+1,751
| +8% | +$111K | 0.69% | 38 |
|
|
2024
Q4 | $1.48M | Buy |
21,724
+32
| +0.1% | +$2.18K | 0.73% | 32 |
|
|
2024
Q3 | $1.75M | Sell |
21,692
-774
| -3% | -$62.3K | 0.88% | 24 |
|
|
2024
Q2 | $1.42M | Buy |
22,466
+109
| +0.5% | +$6.88K | 0.8% | 28 |
|
|
2024
Q1 | $1.3M | Sell |
22,357
-800
| -3% | -$46.5K | 0.74% | 33 |
|
|
2023
Q4 | $1.33M | Buy |
+23,157
| New | +$1.33M | 0.83% | 28 |
|