Morton Capital 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	$204K	Buy	+2,794	New	+$204K	0.04%	120
2025 Q1	–	Sell	-2,993	Closed	-$204K	–	112
2024 Q4	$204K	Buy	2,993 +1	+0%	+$68	0.04%	109
2024 Q3	$241K	Buy	+2,992	New	+$241K	0.05%	98