Wealth Enhancement Advisory Services’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 | $44.9M | Buy |
593,102
+40,389
| +7% | +$3.06M | 0.07% | 241 |
|
|
2025
Q1 | $35M | Buy |
552,713
+75,555
| +16% | +$4.79M | 0.07% | 266 |
|
|
2024
Q4 | $32.6M | Buy |
477,158
+1,798
| +0.4% | +$123K | 0.06% | 279 |
|
|
2024
Q3 | $38.3M | Sell |
475,360
-5,186
| -1% | -$417K | 0.08% | 229 |
|
|
2024
Q2 | $30.3M | Buy |
480,546
+108
| +0% | +$6.81K | 0.07% | 260 |
|
|
2024
Q1 | $27.9M | Sell |
480,438
-5,118
| -1% | -$298K | 0.07% | 257 |
|
|
2023
Q4 | $27.9M | Sell |
485,556
-152,976
| -24% | -$8.79M | 0.08% | 232 |
|
|
2023
Q3 | $35.2M | Buy |
+638,532
| New | +$35.2M | 0.12% | 184 |
|