Focus Financial Network’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	$939K	Buy	12,831 +3,236	+34%	+$237K	0.04%	303
2025 Q1	$608K	Sell	9,595 -29	-0.3%	-$1.84K	0.02%	379
2024 Q4	$657K	Buy	9,624 +31	+0.3%	+$2.12K	0.03%	352
2024 Q3	$772K	Buy	9,593 +6,600	+221%	+$531K	0.03%	317
2024 Q2	$202K	Buy	+2,993	New	+$202K	0.01%	633