BWM
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BKM Wealth Management’s Carlisle Companies CSL Stock Holding History

BKM Wealth Management’s Portfolio CSL Stock Details CSL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$351K Sell
939
-85
-8% -$31.7K 0.14% 120
2025
Q1 		$349K Buy
1,024
+119
+13% +$40.5K 0.14% 122
2024
Q4 		$334K Buy
+905
New +$334K 0.14% 127