Caldwell Trust’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $126K | Hold |
337
|
|
||||
|
2025
Q1 | $115K | Hold |
337
|
|
||||
|
2024
Q4 | $124K | Hold |
337
|
|
||||
|
2024
Q3 | $152K | Hold |
337
|
|
||||
|
2024
Q2 | $137K | Hold |
337
|
|
||||
|
2024
Q1 | $132K | Hold |
337
|
|
||||
|
2023
Q4 | $105K | Hold |
337
|
|
||||
|
2023
Q3 | $87.4K | Hold |
337
|
|
||||
|
2023
Q2 | $86.5K | Hold |
337
|
|
||||
|
2023
Q1 | $76.2K | Sell |
337
-258
|
|
||||
|
2022
Q4 | $140K | Hold |
595
|
|
||||
|
2022
Q3 | $167K | Hold |
595
|
|
||||
|
2022
Q2 | $142K | Hold |
595
|
|
||||
|
2022
Q1 | $146K | Hold |
595
|
|
||||
|
2021
Q4 | $148K | Hold |
595
|
|
||||
|
2021
Q3 | $118K | Hold |
595
|
|
||||
|
2021
Q2 | $114K | Hold |
595
|
|
||||
|
2021
Q1 | $97.9K | Hold |
595
|
|
||||
|
2020
Q4 | $92.9K | Hold |
595
|
|
||||
|
2020
Q3 | $72.8K | Hold |
595
|
|
||||
|
2020
Q2 | $71.2K | Hold |
595
|
|
||||
|
2020
Q1 | $74.5K | Hold |
595
|
|
||||
|
2019
Q4 | $96.3K | Buy |
+595
|
|