Wealth Enhancement Advisory Services
CARR icon

Wealth Enhancement Advisory Services’s Carrier Global CARR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27.8M Sell
569,085
-15,173
-3% -$898K 0.06% 302
2025
Q4 		$31.2M Sell
584,258
-55
-0% -$3.06K 0.04% 358
2025
Q3 		$34.6M Sell
584,313
-8,789
-1% -$597K 0.05% 309
2025
Q2 		$44.9M Buy
593,102
+40,389
+7% +$2.74M 0.07% 241
2025
Q1 		$35M Buy
552,713
+75,555
+16% +$5.02M 0.07% 266
2024
Q4 		$32.6M Buy
477,158
+1,798
+0.4% +$136K 0.06% 279
2024
Q3 		$38.3M Sell
475,360
-5,186
-1% -$361K 0.08% 229
2024
Q2 		$30.3M Buy
480,546
+108
+0% +$6.63K 0.07% 260
2024
Q1 		$27.9M Sell
480,438
-5,118
-1% -$288K 0.07% 257
2023
Q4 		$27.9M Sell
485,556
-152,976
-24% -$8.09M 0.08% 232
2023
Q3 		$35.2M Buy
+638,532
New +$35.1M 0.12% 184

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