Congress 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
2025 Q2	$1.1M	Buy	15,078 +6,585	+78%	+$447K	0.01%	679
2025 Q1	$540K	Buy	8,493 +2,215	+35%	+$147K	0.01%	797
2024 Q4	$429K	Buy	6,278 +1,436	+30%	+$108K	0.01%	675
2024 Q3	$390K	Sell	4,842 -183	-4%	-$12.7K	0.01%	682
2024 Q2	$317K	Buy	5,025 +624	+14%	+$38.3K	0.01%	602
2024 Q1	$256K	Sell	4,401 -1,236	-22%	-$69.4K	﹤0.01%	531
2023 Q4	$324K	Buy	5,637 +60	+1%	+$3.17K	0.01%	518
2023 Q3	$308K	Sell	5,577 -5	-0.1%	-$275	0.01%	520
2023 Q2	$278K	Buy	5,582 +133	+2%	+$5.85K	0.01%	493
2023 Q1	$249K	Sell	5,449 -98	-2%	-$4.39K	0.01%	509
2022 Q4	$229K	Sell	5,547 -140	-2%	-$5.68K	0.01%	519
2022 Q3	$203K	Sell	5,687 -535	-9%	-$21.1K	0.01%	527
2022 Q2	$222K	Sell	6,222 -76	-1%	-$2.98K	0.01%	519
2022 Q1	$289K	Sell	6,298 -649	-9%	-$30.6K	0.01%	519
2021 Q4	$377K	Buy	+6,947	New	+$375K	0.01%	498