Frank Rimerman Advisors’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
$433K Sell
5,911
-1,216
-17% -$89K 0.03% 377
2025
Q1
$452K Buy
7,127
+346
+5% +$21.9K 0.04% 332
2024
Q4
$463K Sell
6,781
-1,699
-20% -$116K 0.03% 324
2024
Q3
$683K Sell
8,480
-5,222
-38% -$420K 0.05% 278
2024
Q2
$864K Buy
13,702
+13,677
+54,708% +$863K 0.06% 241
2024
Q1
$1.45K Hold
25
﹤0.01% 299
2023
Q4
$1.44K Buy
+25
New +$1.44K ﹤0.01% 283