RWPA
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Richard W. Paul & Associates’s Carrier Global CARR Stock Holding History

Richard W. Paul & Associates’s Portfolio CARR Stock Details CARR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-159
Closed -$10.9K – 365
2024
Q4 		$10.9K Hold
159
– – ﹤0.01% 301
2024
Q3 		$12.8K Hold
159
– – ﹤0.01% 293
2024
Q2 		$10K Sell
159
-13
-8% -$798 ﹤0.01% 302
2024
Q1 		$10K Hold
172
– – ﹤0.01% 316
2023
Q4 		$9.88K Hold
172
– – ﹤0.01% 303
2023
Q3 		$9.49K Hold
172
– – ﹤0.01% 292
2023
Q2 		$8.55K Hold
172
– – ﹤0.01% 325
2023
Q1 		$7.87K Sell
172
-1
-0.6% -$45 ﹤0.01% 341
2022
Q4 		$7.14K Buy
+173
New +$7.02K ﹤0.01% 345

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Geode Capital Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return