Bradley & Co Private Wealth Management’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$27.9K	Hold	496	–	–	0.01%	108
2025 Q4	$26.2K	Hold	496	–	–	0.01%	104
2025 Q3	$29.6K	Buy	496 +36	+8%	+$2.45K	0.02%	92
2025 Q2	$33.7K	Hold	460	–	–	0.02%	85
2025 Q1	$29.2K	Hold	460	–	–	0.02%	89
2024 Q4	$31.4K	Buy	+460	New	+$34.7K	0.02%	88
2024 Q2	$29K	Hold	460	–	–	0.02%	85
2024 Q1	$26.7K	Hold	460	–	–	0.02%	89
2023 Q4	$26.4K	Hold	460	–	–	0.02%	84
2023 Q3	$25.4K	Hold	460	–	–	0.03%	84
2023 Q2	$22.9K	Hold	460	–	–	0.02%	92
2023 Q1	$21K	Hold	460	–	–	0.02%	94
2022 Q4	$19K	Hold	460	–	–	0.02%	97
2022 Q3	$16K	Hold	460	–	–	0.02%	108
2022 Q2	$16K	Hold	460	–	–	0.02%	122
2022 Q1	$21K	Hold	460	–	–	0.02%	111
2021 Q4	$25K	Hold	460	–	–	0.02%	113
2021 Q3	$24K	Hold	460	–	–	0.02%	118
2021 Q2	$22K	Hold	460	–	–	0.02%	124
2021 Q1	$19K	Buy	+460	New	+$17.9K	0.02%	127