Richards, Merrill & Peterson’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	–	Sell	-1,293	Closed	-$82K	–	234
2025 Q1	$82K	Sell	1,293 -100	-7%	-$6.34K	0.04%	203
2024 Q4	$95.1K	Buy	+1,393	New	+$95.1K	0.05%	190