Wealthspire Advisors (New York)’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 | $386K | Buy |
5,268
+592
| +13% | +$43.3K | ﹤0.01% | 603 |
|
|
2025
Q1 | $296K | Buy |
4,676
+203
| +5% | +$12.9K | ﹤0.01% | 642 |
|
|
2024
Q4 | $305K | Buy |
4,473
+161
| +4% | +$11K | ﹤0.01% | 639 |
|
|
2024
Q3 | $347K | Hold |
4,312
| – | – | ﹤0.01% | 586 |
|
|
2024
Q2 | $272K | Sell |
4,312
-4,346
| -50% | -$274K | ﹤0.01% | 559 |
|
|
2024
Q1 | $503K | Sell |
8,658
-471
| -5% | -$27.4K | 0.01% | 426 |
|
|
2023
Q4 | $524K | Buy |
9,129
+387
| +4% | +$22.2K | 0.01% | 411 |
|
|
2023
Q3 | $483K | Buy |
8,742
+67
| +0.8% | +$3.7K | 0.01% | 401 |
|
|
2023
Q2 | $431K | Sell |
8,675
-421
| -5% | -$20.9K | 0.01% | 391 |
|
|
2023
Q1 | $416K | Sell |
9,096
-5,552
| -38% | -$254K | 0.01% | 381 |
|
|
2022
Q4 | $604K | Buy |
14,648
+1,639
| +13% | +$67.6K | 0.01% | 346 |
|
|
2022
Q3 | $463K | Buy |
+13,009
| New | +$463K | 0.01% | 346 |
|
|
2022
Q1 | – | Sell |
-5,707
| Closed | -$310K | – | 449 |
|
|
2021
Q4 | $310K | Sell |
5,707
-26
| -0.5% | -$1.41K | 0.01% | 410 |
|
|
2021
Q3 | $297K | Buy |
+5,733
| New | +$297K | 0.01% | 463 |
|
|
2021
Q2 | – | Sell |
-9,418
| Closed | -$398K | – | 417 |
|
|
2021
Q1 | $398K | Buy |
9,418
+1,626
| +21% | +$68.7K | 0.01% | 461 |
|
|
2020
Q4 | $294K | Buy |
+7,792
| New | +$294K | 0.01% | 441 |
|