Wealthfront Advisers’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 | $6.63M | Sell |
90,607
-4,652
| -5% | -$340K | 0.02% | 313 |
|
|
2025
Q1 | $6.04M | Buy |
95,259
+6,696
| +8% | +$425K | 0.02% | 311 |
|
|
2024
Q4 | $6.05M | Buy |
88,563
+4,389
| +5% | +$300K | 0.02% | 281 |
|
|
2024
Q3 | $6.78M | Buy |
84,174
+1,894
| +2% | +$152K | 0.02% | 242 |
|
|
2024
Q2 | $5.19M | Sell |
82,280
-583
| -0.7% | -$36.8K | 0.02% | 262 |
|
|
2024
Q1 | $4.82M | Sell |
82,863
-4,009
| -5% | -$233K | 0.02% | 279 |
|
|
2023
Q4 | $4.99M | Buy |
86,872
+25,995
| +43% | +$1.49M | 0.02% | 241 |
|
|
2023
Q3 | $3.36M | Buy |
60,877
+4,417
| +8% | +$244K | 0.01% | 303 |
|
|
2023
Q2 | $2.81M | Sell |
56,460
-9,293
| -14% | -$462K | 0.01% | 340 |
|
|
2023
Q1 | $3.01M | Buy |
65,753
+6,850
| +12% | +$313K | 0.01% | 316 |
|
|
2022
Q4 | $2.43M | Sell |
58,903
-50,505
| -46% | -$2.08M | 0.01% | 356 |
|
|
2022
Q3 | $3.89M | Buy |
109,408
+5,874
| +6% | +$209K | 0.02% | 225 |
|
|
2022
Q2 | $3.69M | Buy |
103,534
+46,406
| +81% | +$1.65M | 0.02% | 244 |
|
|
2022
Q1 | $2.62M | Sell |
57,128
-7,020
| -11% | -$322K | 0.01% | 338 |
|
|
2021
Q4 | $3.48M | Sell |
64,148
-10,148
| -14% | -$551K | 0.01% | 271 |
|
|
2021
Q3 | $3.85M | Buy |
74,296
+14,321
| +24% | +$741K | 0.02% | 202 |
|
|
2021
Q2 | $2.92M | Buy |
59,975
+11,081
| +23% | +$539K | 0.01% | 233 |
|
|
2021
Q1 | $2.06M | Sell |
48,894
-137
| -0.3% | -$5.78K | 0.01% | 256 |
|
|
2020
Q4 | $1.85M | Sell |
49,031
-35
| -0.1% | -$1.32K | 0.01% | 244 |
|
|
2020
Q3 | $1.5M | Buy |
49,066
+629
| +1% | +$19.2K | 0.01% | 240 |
|
|
2020
Q2 | $1.08M | Buy |
+48,437
| New | +$1.08M | 0.01% | 300 |
|