Kurt F. Somerville’s Carrier Global CARR Stock Holding History

Kurt F. Somerville’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	$9.71M	Sell
2025 Q2	$12.3M	Buy
2025 Q1	$10.3M	Buy
2024 Q4	$10.1M	Buy
2024 Q3	$10.6M	Buy
2024 Q2	$6.02M	Buy
2024 Q1	$2.88M	Buy
2020 Q4	–	Sell
2020 Q3	$416K	Sell
2020 Q2	$988K	Buy