Cornerstone Wealth Group’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	$379K	Sell	5,180 -103	-2%	-$7.54K	0.03%	216
2025 Q1	$335K	Buy	5,283 +1,926	+57%	+$122K	0.03%	207
2024 Q4	$229K	Sell	3,357 -858	-20%	-$58.6K	0.02%	247
2024 Q3	$339K	Buy	4,215 +111	+3%	+$8.93K	0.03%	196
2024 Q2	$259K	Buy	+4,104	New	+$259K	0.02%	209