West Branch 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 | $43.2K | Hold |
590
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $37.4K | Hold |
590
| – | – | 0.01% | 171 |
|
|
2024
Q4 | $40.3K | Hold |
590
| – | – | 0.01% | 166 |
|
|
2024
Q3 | $47.5K | Hold |
590
| – | – | 0.02% | 160 |
|
|
2024
Q2 | $37.2K | Hold |
590
| – | – | 0.01% | 179 |
|
|
2024
Q1 | $34.3K | Hold |
590
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $33.9K | Hold |
590
| – | – | 0.02% | 188 |
|
|
2023
Q3 | $32.6K | Hold |
590
| – | – | 0.02% | 197 |
|
|
2023
Q2 | $29.3K | Hold |
590
| – | – | 0.01% | 200 |
|
|
2023
Q1 | $27K | Hold |
590
| – | – | 0.02% | 206 |
|
|
2022
Q4 | $24.3K | Hold |
590
| – | – | 0.02% | 213 |
|
|
2022
Q3 | $21K | Hold |
590
| – | – | 0.01% | 222 |
|
|
2022
Q2 | $21K | Buy |
590
+100
| +20% | +$3.56K | 0.01% | 220 |
|
|
2022
Q1 | $22K | Sell |
490
-319
| -39% | -$14.3K | 0.01% | 240 |
|
|
2021
Q4 | $44K | Sell |
809
-100
| -11% | -$5.44K | 0.02% | 205 |
|
|
2021
Q3 | $47K | Hold |
909
| – | – | 0.02% | 190 |
|
|
2021
Q2 | $44K | Buy |
+909
| New | +$44K | 0.02% | 202 |
|