YHB Investment Advisors’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 | $3.37M | Sell |
45,990
-37
| -0.1% | -$2.71K | 0.26% | 92 |
|
|
2025
Q1 | $2.92M | Sell |
46,027
-78
| -0.2% | -$4.95K | 0.24% | 94 |
|
|
2024
Q4 | $3.15M | Sell |
46,105
-338
| -0.7% | -$23.1K | 0.26% | 89 |
|
|
2024
Q3 | $3.74M | Sell |
46,443
-145
| -0.3% | -$11.7K | 0.31% | 80 |
|
|
2024
Q2 | $2.94M | Sell |
46,588
-40
| -0.1% | -$2.52K | 0.25% | 95 |
|
|
2024
Q1 | $2.71M | Buy |
46,628
+1,015
| +2% | +$59K | 0.24% | 94 |
|
|
2023
Q4 | $2.62M | Sell |
45,613
-95
| -0.2% | -$5.46K | 0.25% | 91 |
|
|
2023
Q3 | $2.52M | Sell |
45,708
-286
| -0.6% | -$15.8K | 0.23% | 99 |
|
|
2023
Q2 | $2.29M | Buy |
45,994
+525
| +1% | +$26.1K | 0.21% | 106 |
|
|
2023
Q1 | $2.08M | Sell |
45,469
-80
| -0.2% | -$3.66K | 0.21% | 103 |
|
|
2022
Q4 | $1.88M | Sell |
45,549
-970
| -2% | -$40K | 0.2% | 106 |
|
|
2022
Q3 | $1.65M | Sell |
46,519
-294
| -0.6% | -$10.5K | 0.18% | 113 |
|
|
2022
Q2 | $1.67M | Sell |
46,813
-36
| -0.1% | -$1.28K | 0.18% | 116 |
|
|
2022
Q1 | $2.15M | Buy |
46,849
+2,618
| +6% | +$120K | 0.19% | 111 |
|
|
2021
Q4 | $2.4M | Buy |
44,231
+1,622
| +4% | +$88K | 0.19% | 113 |
|
|
2021
Q3 | $2.21M | Buy |
42,609
+944
| +2% | +$48.9K | 0.19% | 114 |
|
|
2021
Q2 | $2.03M | Buy |
41,665
+532
| +1% | +$25.9K | 0.17% | 123 |
|
|
2021
Q1 | $1.81M | Buy |
41,133
+185
| +0.5% | +$8.12K | 0.16% | 130 |
|
|
2020
Q4 | $1.55M | Sell |
40,948
-323
| -0.8% | -$12.2K | 0.15% | 133 |
|
|
2020
Q3 | $1.26M | Buy |
41,271
+1,890
| +5% | +$57.7K | 0.14% | 134 |
|
|
2020
Q2 | $875K | Buy |
+39,381
| New | +$875K | 0.13% | 113 |
|