United Capital Financial Advisors’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 | $2.64M | Sell |
36,025
-617
| -2% | -$45.2K | 0.02% | 390 |
|
|
2025
Q1 | $2.32M | Buy |
36,642
+1,180
| +3% | +$74.8K | 0.02% | 397 |
|
|
2024
Q4 | $2.42M | Sell |
35,462
-971
| -3% | -$66.3K | 0.02% | 377 |
|
|
2024
Q3 | $2.93M | Buy |
36,433
+371
| +1% | +$29.9K | 0.02% | 346 |
|
|
2024
Q2 | $2.27M | Buy |
36,062
+982
| +3% | +$61.9K | 0.02% | 372 |
|
|
2024
Q1 | $2.04M | Buy |
35,080
+1,120
| +3% | +$65.1K | 0.02% | 422 |
|
|
2023
Q4 | $1.95M | Sell |
33,960
-2,230
| -6% | -$128K | 0.02% | 422 |
|
|
2023
Q3 | $2M | Sell |
36,190
-11,503
| -24% | -$635K | 0.01% | 424 |
|
|
2023
Q2 | $2.37M | Sell |
47,693
-7,967
| -14% | -$396K | 0.01% | 418 |
|
|
2023
Q1 | $2.55M | Sell |
55,660
-17,653
| -24% | -$808K | 0.01% | 413 |
|
|
2022
Q4 | $3.02M | Sell |
73,313
-2,635
| -3% | -$109K | 0.02% | 401 |
|
|
2022
Q3 | $2.7M | Buy |
75,948
+5,314
| +8% | +$189K | 0.02% | 420 |
|
|
2022
Q2 | $2.52M | Buy |
70,634
+7,066
| +11% | +$252K | 0.01% | 450 |
|
|
2022
Q1 | $2.92M | Buy |
63,568
+4,483
| +8% | +$206K | 0.01% | 452 |
|
|
2021
Q4 | $3.21M | Buy |
59,085
+1,054
| +2% | +$57.2K | 0.01% | 450 |
|
|
2021
Q3 | $3M | Buy |
58,031
+3,797
| +7% | +$197K | 0.02% | 461 |
|
|
2021
Q2 | $2.64M | Sell |
54,234
-2,314
| -4% | -$112K | 0.01% | 485 |
|
|
2021
Q1 | $2.39M | Sell |
56,548
-4,832
| -8% | -$204K | 0.01% | 473 |
|
|
2020
Q4 | $2.32M | Buy |
61,380
+13,383
| +28% | +$505K | 0.01% | 477 |
|
|
2020
Q3 | $1.47M | Sell |
47,997
-6,689
| -12% | -$204K | 0.01% | 570 |
|
|
2020
Q2 | $1.22M | Buy |
+54,686
| New | +$1.22M | 0.01% | 606 |
|