AE Wealth Management’s Carlisle Companies CSL Stock Holding History

AE Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$393K	Buy
2024 Q3	$253K	Buy
2024 Q2	$226K	Buy
2024 Q1	$212K	Sell
2023 Q4	$1.79M	Buy
2023 Q3	$1.06M	Buy
2023 Q2	$449K	Buy
2022 Q4	–	Sell
2022 Q3	$946K	Buy