Annex Advisory Services’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Hold |
593
| – | – | 0.01% | 292 |
|
|
2025
Q1 | $202K | Buy |
593
+22
| +4% | +$7.49K | 0.01% | 298 |
|
|
2024
Q4 | $211K | Hold |
571
| – | – | 0.01% | 291 |
|
|
2024
Q3 | $257K | Hold |
571
| – | – | 0.01% | 244 |
|
|
2024
Q2 | $231K | Hold |
571
| – | – | 0.01% | 253 |
|
|
2024
Q1 | $224K | Buy |
+571
| New | +$224K | 0.01% | 257 |
|