AWM
Apollon Wealth Management’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $282K | Sell |
754
-31
| -4% | -$11.6K | 0.01% | 1032 |
|
2025
Q1 | $267K | Sell |
785
-1,023
| -57% | -$348K | 0.01% | 995 |
|
2024
Q4 | $667K | Buy |
1,808
+403
| +29% | +$149K | 0.02% | 644 |
|
2024
Q3 | $632K | Buy |
1,405
+314
| +29% | +$141K | 0.02% | 626 |
|
2024
Q2 | $442K | Buy |
1,091
+397
| +57% | +$161K | 0.01% | 727 |
|
2024
Q1 | $272K | Sell |
694
-2
| -0.3% | -$783 | 0.01% | 904 |
|
2023
Q4 | $217K | Buy |
+696
| New | +$217K | 0.01% | 973 |
|
2020
Q3 | – | Sell |
-187
| Closed | -$22K | – | 264 |
|
2020
Q2 | $22K | Buy |
+187
| New | +$22K | 0.01% | 355 |
|