Moss Adams Wealth Advisors’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	$293K	Sell	4,005 -278	-6%	-$20.3K	0.03%	193
2025 Q1	$272K	Buy	4,283 +113	+3%	+$7.16K	0.03%	170
2024 Q4	$286K	Buy	4,170 +81	+2%	+$5.55K	0.03%	153
2024 Q3	$329K	Buy	4,089 +659	+19%	+$53K	0.04%	134
2024 Q2	$217K	Buy	+3,430	New	+$217K	0.03%	160