GHP Investment Advisors’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$79.4K	Buy	1,409 +813	+136%	+$48.1K	﹤0.01%	484
2025 Q4	$31.5K	Hold	596	–	–	﹤0.01%	580
2025 Q3	$35.6K	Hold	596	–	–	﹤0.01%	565
2025 Q2	$43.7K	Hold	596	–	–	﹤0.01%	532
2025 Q1	$37.8K	Sell	596 -57	-9%	-$3.79K	﹤0.01%	529
2024 Q4	$44.6K	Sell	653 -34	-5%	-$2.56K	﹤0.01%	508
2024 Q3	$55.3K	Buy	687 +276	+67%	+$19.2K	﹤0.01%	501
2024 Q2	$26K	Buy	411 +10	+2%	+$614	﹤0.01%	562
2024 Q1	$23.3K	Hold	401	–	–	﹤0.01%	566
2023 Q4	$23.1K	Sell	401 -194	-33%	-$10.3K	﹤0.01%	557
2023 Q3	$31.3K	Buy	595 +400	+205%	+$22K	﹤0.01%	546
2023 Q2	$10.8K	Buy	195 +46	+31%	+$2.02K	﹤0.01%	682
2023 Q1	$6.82K	Buy	+149	New	+$6.67K	﹤0.01%	745
2022 Q3	–	Sell	-256	Closed	-$9K	–	905
2022 Q2	$9K	Buy	+256	New	+$10K	﹤0.01%	692