BIA
BHK Investment Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $959K | Buy |
2,568
+50
| +2% | +$18.7K | 0.38% | 27 |
|
|
2025
Q1 | $857K | Buy |
2,518
+510
| +25% | +$174K | 0.36% | 28 |
|
|
2024
Q4 | $741K | Sell |
2,008
-54
| -3% | -$19.9K | 0.28% | 32 |
|
|
2024
Q3 | $927K | Sell |
2,062
-460
| -18% | -$207K | 0.35% | 30 |
|
|
2024
Q2 | $1.02M | Sell |
2,522
-135
| -5% | -$54.7K | 0.4% | 30 |
|
|
2024
Q1 | $1.04M | Buy |
2,657
+910
| +52% | +$357K | 0.4% | 30 |
|
|
2023
Q4 | $546K | Sell |
1,747
-1,320
| -43% | -$412K | 0.31% | 28 |
|
|
2023
Q3 | $795K | Sell |
3,067
-285
| -9% | -$73.9K | 0.37% | 28 |
|
|
2023
Q2 | $860K | Buy |
3,352
+1,126
| +51% | +$289K | 0.37% | 29 |
|
|
2023
Q1 | $503K | Buy |
2,226
+350
| +19% | +$79.1K | 0.22% | 39 |
|
|
2022
Q4 | $442K | Buy |
1,876
+615
| +49% | +$145K | 0.25% | 36 |
|
|
2022
Q3 | $354K | Sell |
1,261
-650
| -34% | -$182K | 0.18% | 45 |
|
|
2022
Q2 | $456K | Sell |
1,911
-105
| -5% | -$25.1K | 0.21% | 41 |
|
|
2022
Q1 | $496K | Hold |
2,016
| – | – | 0.21% | 35 |
|
|
2021
Q4 | $500K | Sell |
2,016
-75
| -4% | -$18.6K | 0.2% | 37 |
|
|
2021
Q3 | $416K | Sell |
2,091
-200
| -9% | -$39.8K | 0.17% | 42 |
|
|
2021
Q2 | $438K | Buy |
2,291
+151
| +7% | +$28.9K | 0.18% | 38 |
|
|
2021
Q1 | $334K | Hold |
2,140
| – | – | 0.16% | 51 |
|
|
2020
Q4 | $334K | Hold |
2,140
| – | – | 0.16% | 49 |
|
|
2020
Q3 | $262K | Buy |
2,140
+225
| +12% | +$27.5K | 0.15% | 54 |
|
|
2020
Q2 | $229K | Buy |
+1,915
| New | +$229K | 0.14% | 54 |
|