Gallagher Fiduciary 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	$386K	Buy	5,281 +420	+9%	+$30.7K	0.02%	214
2025 Q1	$308K	Sell	4,861 -18	-0.4%	-$1.14K	0.01%	236
2024 Q4	$333K	Buy	4,879 +663	+16%	+$45.3K	0.07%	202
2024 Q3	$339K	Buy	4,216 +973	+30%	+$78.3K	0.07%	177
2024 Q2	$205K	Buy	+3,243	New	+$205K	0.05%	232