BWM
Baron Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
623
+26
| +4% | +$9.71K | 0.08% | 189 |
|
|
2025
Q1 | $203K | Buy |
597
+32
| +6% | +$10.9K | 0.09% | 191 |
|
|
2024
Q4 | $208K | Buy |
565
+6
| +1% | +$2.21K | 0.1% | 176 |
|
|
2024
Q3 | $251K | Buy |
559
+2
| +0.4% | +$899 | 0.12% | 150 |
|
|
2024
Q2 | $226K | Sell |
557
-28
| -5% | -$11.3K | 0.12% | 150 |
|
|
2024
Q1 | $229K | Buy |
+585
| New | +$229K | 0.12% | 155 |
|