Annex Advisory Services’s Carlisle Companies CSL Stock Holding History

Annex Advisory Services’s Portfolio CSL Stock Details CSL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$221K	Hold
2025 Q1	$202K	Buy
2024 Q4	$211K	Hold
2024 Q3	$257K	Hold
2024 Q2	$231K	Hold
2024 Q1	$224K	Buy