Wedmont Private Capital’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 | $1.63M | Buy |
21,430
+53
| +0.2% | +$4.02K | 0.07% | 183 |
|
|
2025
Q1 | $1.27M | Buy |
21,377
+79
| +0.4% | +$4.68K | 0.06% | 191 |
|
|
2024
Q4 | $1.42M | Buy |
21,298
+519
| +2% | +$34.5K | 0.07% | 162 |
|
|
2024
Q3 | $1.67M | Buy |
20,779
+1,145
| +6% | +$92.1K | 0.1% | 129 |
|
|
2024
Q2 | $1.3M | Sell |
19,634
-630
| -3% | -$41.6K | 0.08% | 158 |
|
|
2024
Q1 | $1.18M | Buy |
20,264
+3,274
| +19% | +$190K | 0.09% | 158 |
|
|
2023
Q4 | $959K | Buy |
16,990
+1,028
| +6% | +$58K | 0.08% | 172 |
|
|
2023
Q3 | $878K | Buy |
15,962
+1,071
| +7% | +$58.9K | 0.09% | 146 |
|
|
2023
Q2 | $802K | Sell |
14,891
-1,255
| -8% | -$67.6K | 0.09% | 156 |
|
|
2023
Q1 | $683K | Buy |
16,146
+1,531
| +10% | +$64.8K | 0.09% | 168 |
|
|
2022
Q4 | $630K | Buy |
14,615
+7,609
| +109% | +$328K | 0.09% | 163 |
|
|
2022
Q3 | $249K | Sell |
7,006
-2,233
| -24% | -$79.4K | 0.05% | 305 |
|
|
2022
Q2 | $329K | Buy |
+9,239
| New | +$329K | 0.07% | 215 |
|