Transamerica Financial Advisors’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	$182K	Buy	3,223 +2,212	+219%	+$131K	0.02%	410
2025 Q4	$53.4K	Buy	1,011 +906	+863%	+$50.4K	﹤0.01%	539
2025 Q3	$6.22K	Buy	+105	New	+$7.13K	﹤0.01%	826
2024 Q3	–	Sell	-1	Closed	-$1K	–	602
2024 Q2	$1K	Hold	1	–	–	﹤0.01%	405
2024 Q1	$1K	Hold	1	–	–	﹤0.01%	449
2023 Q4	$1K	Hold	1	–	–	﹤0.01%	401
2023 Q3	$1K	Hold	1	–	–	﹤0.01%	427
2023 Q2	$1K	Hold	1	–	–	﹤0.01%	399
2023 Q1	$1K	Hold	1	–	–	﹤0.01%	394
2022 Q4	$1K	Sell	1 -420	-100%	-$17K	﹤0.01%	442
2022 Q3	$15K	Buy	421 +420	+42,000%	+$16.5K	﹤0.01%	303
2022 Q2	$1K	Buy	+1	New	+$39	﹤0.01%	425
2020 Q3	–	Sell	-1	Closed	-$1K	–	210
2020 Q2	$1K	Buy	+1	New	+$19	﹤0.01%	335