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Allied Investment Advisors’s Carlisle Companies CSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$306K Hold
820
0.05% 74
2025
Q1
$279K Hold
820
0.05% 73
2024
Q4
$302K Hold
820
0.06% 66
2024
Q3
$369K Hold
820
0.07% 58
2024
Q2
$332K Hold
820
0.08% 53
2024
Q1
$321K Hold
820
0.08% 50
2023
Q4
$256K Hold
820
0.07% 57
2023
Q3
$213K Hold
820
0.06% 55
2023
Q2
$210K Buy
+820
New +$210K 0.06% 57
2022
Q4
Sell
-820
Closed -$230K 58
2022
Q3
$230K Buy
+820
New +$230K 0.09% 52
2022
Q2
Sell
-820
Closed -$202K 57
2022
Q1
$202K Hold
820
0.07% 60
2021
Q4
$203K Buy
+820
New +$203K 0.07% 59