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Advisor OS’s Carlisle Companies CSL Stock Holding History

Advisor OS’s Portfolio CSL Stock Details CSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$363K Sell
973
-55
-5% -$20.5K 0.04% 311
2025
Q1 		$350K Buy
1,028
+435
+73% +$148K 0.04% 296
2024
Q4 		$219K Buy
+593
New +$219K 0.03% 380