Plancorp LLC’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	$235K	Sell	3,212 -13	-0.4%	-$951	0.01%	333
2025 Q1	$204K	Buy	+3,225	New	+$204K	0.01%	342
2024 Q4	–	Sell	-2,788	Closed	-$224K	–	320
2024 Q3	$224K	Buy	+2,788	New	+$224K	0.01%	284