AllGen Financial Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $794K | Sell |
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|
2025
Q1 | $1.73M | Buy |
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|
2024
Q4 | $1.56M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $1.71M | Sell |
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|
2024
Q1 | $1.92M | Sell |
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|
2023
Q4 | $2.04M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.88M | Buy |
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|
2023
Q1 | $1.37M | Buy |
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|
2022
Q4 | $1.37M | Sell |
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|
2022
Q3 | $1.86M | Sell |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $1.95M | Sell |
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|
2021
Q4 | $2.08M | Buy |
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|
2021
Q3 | $1.65M | Buy |
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|
2021
Q2 | $1.3M | Buy |
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|
2021
Q1 | $605K | Sell |
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|
2020
Q4 | $1.28M | Buy |
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