Cyndeo Wealth Partners’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
Q3
Sell
2025
Q2
$212K Buy
2025
Q1
Sell
2024
Q4
$222K Hold
2024
Q3
$271K Buy
2024
Q2
$244K Sell
2024
Q1
$237K Buy