Heritage Wealth Management (Ohio)’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	$303K	Sell	4,146 -800	-16%	-$58.6K	0.1%	184
2025 Q1	$314K	Sell	4,946 -1,088	-18%	-$69K	0.11%	177
2024 Q4	$412K	Hold	6,034	–	–	0.14%	151
2024 Q3	$486K	Hold	6,034	–	–	0.16%	139
2024 Q2	$382K	Buy	+6,034	New	+$382K	0.13%	159