Joel Isaacson & Co’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	$237K	Sell	3,244 -202	-6%	-$14.8K	0.01%	378
2025 Q1	$218K	Buy	3,446 +17	+0.5%	+$1.08K	0.01%	365
2024 Q4	$234K	Hold	3,429	–	–	0.01%	340
2024 Q3	$276K	Buy	3,429 +123	+4%	+$9.9K	0.01%	300
2024 Q2	$209K	Buy	+3,306	New	+$209K	0.01%	327