Holistic Financial Partners’s Carrier Global CARR Stock Holding History

Holistic Financial Partners’s Portfolio CARR Stock Details CARR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$353K	Buy
2025 Q2	$370K	Sell
2025 Q1	$322K	Buy
2024 Q4	$343K	Sell
2024 Q3	$406K	Buy
2024 Q2	$317K	Buy
2024 Q1	$291K	Buy
2023 Q4	$286K	Buy
2023 Q3	$273K	Buy