Whitney & Co’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 | $263K | Sell |
3,600
-338
| -9% | -$24.7K | 0.03% | 120 |
|
|
2025
Q1 | $250K | Hold |
3,938
| – | – | 0.03% | 118 |
|
|
2024
Q4 | $269K | Hold |
3,938
| – | – | 0.03% | 110 |
|
|
2024
Q3 | $317K | Sell |
3,938
-75
| -2% | -$6.04K | 0.03% | 103 |
|
|
2024
Q2 | $253K | Hold |
4,013
| – | – | 0.03% | 113 |
|
|
2024
Q1 | $233K | Hold |
4,013
| – | – | 0.03% | 122 |
|
|
2023
Q4 | $231K | Hold |
4,013
| – | – | 0.03% | 116 |
|
|
2023
Q3 | $222K | Buy |
+4,013
| New | +$222K | 0.03% | 114 |
|
|
2022
Q1 | – | Sell |
-4,052
| Closed | -$220K | – | 134 |
|
|
2021
Q4 | $220K | Hold |
4,052
| – | – | 0.03% | 125 |
|
|
2021
Q3 | $210K | Buy |
+4,052
| New | +$210K | 0.03% | 125 |
|