SJS Investment Consulting’s Carrier Global CARR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$34.7K	Buy	616 +104	+20%	+$6.16K	﹤0.01%	505
2025 Q4	$27.1K	Buy	512 +22	+4%	+$1.22K	﹤0.01%	542
2025 Q3	$29.3K	Buy	490 +136	+38%	+$9.24K	﹤0.01%	462
2025 Q2	$25.9K	Sell	354 -36	-9%	-$2.44K	﹤0.01%	254
2025 Q1	$24.8K	Hold	390	–	–	﹤0.01%	263
2024 Q4	$26.7K	Sell	390 -23	-6%	-$1.74K	﹤0.01%	247
2024 Q3	$33.3K	Buy	413 +98	+31%	+$6.82K	0.01%	230
2024 Q2	$19.9K	Sell	315 -31	-9%	-$1.9K	﹤0.01%	267
2024 Q1	$20.1K	Sell	346 -7	-2%	-$393	﹤0.01%	280
2023 Q4	$20.3K	Buy	353 +13	+4%	+$688	﹤0.01%	238
2023 Q3	$18.8K	Buy	340 +219	+181%	+$12.1K	﹤0.01%	234
2023 Q2	$6.02K	Sell	121 -10	-8%	-$440	﹤0.01%	326
2023 Q1	$5.99K	Buy	131 +19	+17%	+$850	﹤0.01%	344
2022 Q4	$4.62K	Buy	112 +57	+104%	+$2.31K	﹤0.01%	373
2022 Q3	$2K	Buy	+55	New	+$2.17K	﹤0.01%	433
2022 Q1	$6K	Sell	122 -100	-45%	-$4.71K	﹤0.01%	429
2021 Q4	$12K	Buy	+222	New	+$12K	﹤0.01%	348