Wescott Financial Advisory Group’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 | $294K | Buy |
4,014
+20
| +0.5% | +$1.46K | 0.03% | 148 |
|
|
2025
Q1 | $253K | Buy |
3,994
+51
| +1% | +$3.23K | 0.03% | 152 |
|
|
2024
Q4 | $269K | Buy |
3,943
+144
| +4% | +$9.83K | 0.03% | 149 |
|
|
2024
Q3 | $306K | Buy |
3,799
+8
| +0.2% | +$644 | 0.03% | 147 |
|
|
2024
Q2 | $239K | Sell |
3,791
-1,112
| -23% | -$70.1K | 0.03% | 152 |
|
|
2024
Q1 | $285K | Hold |
4,903
| – | – | 0.04% | 141 |
|
|
2023
Q4 | $282K | Hold |
4,903
| – | – | 0.04% | 135 |
|
|
2023
Q3 | $271K | Hold |
4,903
| – | – | 0.05% | 132 |
|
|
2023
Q2 | $244K | Hold |
4,903
| – | – | 0.04% | 143 |
|
|
2023
Q1 | $224K | Buy |
+4,903
| New | +$224K | 0.05% | 142 |
|