Evelyn Partners Investment Management’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	$2.38M	Buy	33,815 +3,874	+13%	+$273K	0.1%	75
2025 Q1	$2.15M	Buy	+29,941	New	+$2.15M	0.1%	77