EWM
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Empirical Wealth Management’s Carrier Global CARR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.2M Sell
57,438
-8,875
-13% -$650K 0.09% 142
2025
Q1
$4.2M Sell
66,313
-139,333
-68% -$8.83M 0.11% 138
2024
Q4
$14M Buy
205,646
+7,103
+4% +$485K 0.38% 53
2024
Q3
$16M Buy
198,543
+19,615
+11% +$1.58M 0.45% 42
2024
Q2
$11.3M Buy
178,928
+3,336
+2% +$210K 0.33% 60
2024
Q1
$10.2M Buy
175,592
+31,558
+22% +$1.83M 0.31% 65
2023
Q4
$8.27M Buy
144,034
+28,699
+25% +$1.65M 0.27% 72
2023
Q3
$6.37M Buy
115,335
+12,679
+12% +$700K 0.25% 82
2023
Q2
$5.1M Buy
+102,656
New +$5.1M 0.21% 95
2022
Q1
Sell
-5,489
Closed -$298K 502
2021
Q4
$298K Sell
5,489
-3,064
-36% -$166K 0.01% 423
2021
Q3
$443K Buy
+8,553
New +$443K 0.03% 323