Catalyst Financial Partners’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	$296K	Buy	4,043 +215	+6%	+$15.7K	0.03%	236
2025 Q1	$243K	Buy	3,828 +130	+4%	+$8.24K	0.04%	240
2024 Q4	$252K	Buy	3,698 +210	+6%	+$14.3K	0.05%	233
2024 Q3	$281K	Buy	3,488 +101	+3%	+$8.13K	0.05%	216
2024 Q2	$214K	Buy	+3,387	New	+$214K	0.05%	232