Laird Norton Wetherby Wealth Management’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.23M	Sell	20,587 -401	-2%	-$27.2K	0.05%	330
2025 Q2	$1.54M	Buy	+20,988	New	+$1.42M	0.07%	265
2024 Q4	$1.39M	Sell	20,358 -1,185	-6%	-$89.4K	0.07%	263
2024 Q3	$1.73M	Buy	21,543 +220	+1%	+$15.3K	0.08%	242
2024 Q2	$1.35M	Sell	21,323 -816	-4%	-$50.1K	0.06%	283
2024 Q1	$1.29M	Sell	22,139 -278	-1%	-$15.6K	0.06%	302
2023 Q4	$1.29M	Buy	22,417 +898	+4%	+$47.5K	0.07%	296
2023 Q3	$1.19M	Buy	21,519 +147	+0.7%	+$8.09K	0.07%	298
2023 Q2	$1.06M	Sell	21,372 -249	-1%	-$11K	0.06%	323
2023 Q1	$989K	Buy	21,621 +2,075	+11%	+$92.9K	0.06%	341
2022 Q4	$806K	Buy	19,546 +840	+4%	+$34.1K	0.05%	369
2022 Q3	$665K	Buy	18,706 +2,887	+18%	+$114K	0.05%	393
2022 Q2	$564K	Buy	15,819 +2,625	+20%	+$103K	0.04%	464
2022 Q1	$605K	Buy	13,194 +406	+3%	+$19.1K	0.03%	454
2021 Q4	$694K	Buy	12,788 +495	+4%	+$26.7K	0.04%	409
2021 Q3	$636K	Sell	12,293 -143	-1%	-$7.7K	0.04%	430
2021 Q2	$604K	Buy	12,436 +836	+7%	+$37.4K	0.04%	444
2021 Q1	$490K	Sell	11,600 -748	-6%	-$29.1K	0.04%	440
2020 Q4	$466K	Buy	12,348 +771	+7%	+$27.9K	0.03%	484
2020 Q3	$353K	Buy	11,577 +857	+8%	+$24.2K	0.03%	476
2020 Q2	$238K	Buy	+10,720	New	+$199K	0.02%	589