Carson Wealth (CWM LLC)’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.15M | Buy |
3,076
+41
| +1% | +$15.3K | ﹤0.01% | 1178 |
|
|
2025
Q1 | $1.03M | Buy |
3,035
+263
| +9% | +$89.5K | ﹤0.01% | 1107 |
|
|
2024
Q4 | $1.02M | Sell |
2,772
-736
| -21% | -$271K | ﹤0.01% | 1070 |
|
|
2024
Q3 | $1.58M | Buy |
3,508
+1,027
| +41% | +$462K | 0.01% | 805 |
|
|
2024
Q2 | $1.01M | Buy |
2,481
+38
| +2% | +$15.4K | ﹤0.01% | 879 |
|
|
2024
Q1 | $957K | Sell |
2,443
-2
| -0.1% | -$783 | ﹤0.01% | 873 |
|
|
2023
Q4 | $764K | Buy |
2,445
+247
| +11% | +$77.2K | ﹤0.01% | 915 |
|
|
2023
Q3 | $570K | Buy |
2,198
+27
| +1% | +$7K | ﹤0.01% | 940 |
|
|
2023
Q2 | $557K | Buy |
2,171
+27
| +1% | +$6.93K | ﹤0.01% | 901 |
|
|
2023
Q1 | $485K | Buy |
2,144
+14
| +0.7% | +$3.17K | ﹤0.01% | 899 |
|
|
2022
Q4 | $502K | Sell |
2,130
-286
| -12% | -$67.4K | ﹤0.01% | 812 |
|
|
2022
Q3 | $678K | Sell |
2,416
-200
| -8% | -$56.1K | 0.01% | 665 |
|
|
2022
Q2 | $624K | Buy |
2,616
+140
| +6% | +$33.4K | ﹤0.01% | 674 |
|
|
2022
Q1 | $609K | Buy |
2,476
+467
| +23% | +$115K | ﹤0.01% | 671 |
|
|
2021
Q4 | $498K | Buy |
+2,009
| New | +$498K | ﹤0.01% | 725 |
|
|
2021
Q2 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2021
Q1 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2020
Q4 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2020
Q3 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2019
Q4 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2019
Q3 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2019
Q2 | $337K | Hold |
1,761
| – | – | ﹤0.01% | 758 |
|
|
2019
Q1 | $337K | Buy |
+1,761
| New | +$337K | ﹤0.01% | 758 |
|
|
2017
Q1 | – | Sell |
-22
| Closed | -$2K | – | 1197 |
|
|
2016
Q4 | $2K | Buy |
22
+5
| +29% | +$455 | ﹤0.01% | 973 |
|
|
2016
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 912 |
|