Miller Investment Management’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	$427K	Hold	5,840	–	–	0.04%	83
2025 Q1	$370K	Hold	5,840	–	–	0.04%	85
2024 Q4	$399K	Hold	5,840	–	–	0.04%	85
2024 Q3	$470K	Hold	5,840	–	–	0.05%	83
2024 Q2	$368K	Hold	5,840	–	–	0.04%	85
2024 Q1	$339K	Hold	5,840	–	–	0.04%	91
2023 Q4	$336K	Hold	5,840	–	–	0.05%	86
2023 Q3	$322K	Sell	5,840 -7,150	-55%	-$395K	0.05%	82
2023 Q2	$646K	Hold	12,990	–	–	0.1%	67
2023 Q1	$594K	Hold	12,990	–	–	0.1%	67
2022 Q4	$536K	Sell	12,990 -4,510	-26%	-$186K	0.09%	73
2022 Q3	$622K	Hold	17,500	–	–	0.13%	59
2022 Q2	$624K	Hold	17,500	–	–	0.13%	58
2022 Q1	$803K	Hold	17,500	–	–	0.13%	56
2021 Q4	$949K	Hold	17,500	–	–	0.14%	54
2021 Q3	$906K	Hold	17,500	–	–	0.16%	50
2021 Q2	$851K	Hold	17,500	–	–	0.15%	50
2021 Q1	$739K	Hold	17,500	–	–	0.14%	51
2020 Q4	$660K	Hold	17,500	–	–	0.12%	53
2020 Q3	$534K	Sell	17,500 -50	-0.3%	-$1.53K	0.13%	52
2020 Q2	$390K	Buy	+17,550	New	+$390K	0.11%	54