Creative Planning’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.22M | Buy |
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|
2025
Q1 | $2.87M | Buy |
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|
2024
Q4 | $2.25M | Buy |
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|
2024
Q3 | $2.71M | Buy |
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|
2024
Q2 | $2.44M | Buy |
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|
2024
Q1 | $2.12M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $765K | Buy |
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|
2023
Q2 | $735K | Buy |
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|
2023
Q1 | $481K | Buy |
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|
2022
Q4 | $438K | Sell |
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|
2022
Q3 | $597K | Buy |
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|
2022
Q2 | $341K | Buy |
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|
2022
Q1 | $279K | Buy |
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|
2021
Q4 | $263K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $279K | Buy |
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|
2019
Q1 | $242K | Sell |
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|
2018
Q4 | $241K | Buy |
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|
2018
Q3 | $278K | Buy |
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|
2018
Q2 | $241K | Buy |
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|
2018
Q1 | $222K | Buy |
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|
2017
Q4 | $221K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $177K | Buy |
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|
2017
Q1 | $182K | Sell |
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|
2016
Q4 | $239K | Sell |
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|
2016
Q3 | $395K | Buy |
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|
2016
Q2 | $291K | Sell |
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|
2016
Q1 | $278K | Buy |
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|
2015
Q4 | $227K | Buy |
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|
2015
Q3 | $218K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $190K | Hold |
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|
2014
Q4 | $185K | Buy |
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|
2014
Q3 | $162K | Buy |
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|
2014
Q2 | $133K | Sell |
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|
2014
Q1 | $128K | Buy |
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|
2013
Q4 | $121K | Hold |
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|
2013
Q3 | $107K | Hold |
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|
2013
Q2 | $95K | Buy |
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