Western Wealth Management’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 | $429K | Buy |
5,856
+94
| +2% | +$6.88K | 0.03% | 453 |
|
|
2025
Q1 | $365K | Sell |
5,762
-717
| -11% | -$45.5K | 0.02% | 466 |
|
|
2024
Q4 | $442K | Buy |
6,479
+956
| +17% | +$65.3K | 0.03% | 411 |
|
|
2024
Q3 | $445K | Buy |
5,523
+522
| +10% | +$42K | 0.03% | 491 |
|
|
2024
Q2 | $315K | Buy |
5,001
+46
| +0.9% | +$2.9K | 0.02% | 478 |
|
|
2024
Q1 | $288K | Sell |
4,955
-1,450
| -23% | -$84.3K | 0.02% | 520 |
|
|
2023
Q4 | $368K | Buy |
6,405
+73
| +1% | +$4.19K | 0.03% | 491 |
|
|
2023
Q3 | $350K | Sell |
6,332
-61
| -1% | -$3.37K | 0.03% | 466 |
|
|
2023
Q2 | $318K | Sell |
6,393
-54
| -0.8% | -$2.68K | 0.03% | 493 |
|
|
2023
Q1 | $295K | Sell |
6,447
-177
| -3% | -$8.1K | 0.03% | 502 |
|
|
2022
Q4 | $273K | Sell |
6,624
-7,383
| -53% | -$305K | 0.03% | 485 |
|
|
2022
Q3 | $497K | Buy |
14,007
+198
| +1% | +$7.03K | 0.03% | 484 |
|
|
2022
Q2 | $492K | Buy |
13,809
+26
| +0.2% | +$926 | 0.03% | 480 |
|
|
2022
Q1 | $632K | Buy |
13,783
+6,691
| +94% | +$307K | 0.03% | 460 |
|
|
2021
Q4 | $379K | Buy |
+7,092
| New | +$379K | 0.04% | 393 |
|