DWA
Douglass Winthrop Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $747K | Hold |
2,000
| – | – | 0.01% | 162 |
|
2025
Q1 | $681K | Hold |
2,000
| – | – | 0.01% | 163 |
|
2024
Q4 | $738K | Hold |
2,000
| – | – | 0.01% | 167 |
|
2024
Q3 | $900K | Hold |
2,000
| – | – | 0.02% | 153 |
|
2024
Q2 | $810K | Hold |
2,000
| – | – | 0.02% | 150 |
|
2024
Q1 | $784K | Hold |
2,000
| – | – | 0.02% | 155 |
|
2023
Q4 | $625K | Hold |
2,000
| – | – | 0.01% | 156 |
|
2023
Q3 | $519K | Hold |
2,000
| – | – | 0.01% | 163 |
|
2023
Q2 | $513K | Hold |
2,000
| – | – | 0.01% | 167 |
|
2023
Q1 | $452K | Hold |
2,000
| – | – | 0.01% | 180 |
|
2022
Q4 | $471K | Hold |
2,000
| – | – | 0.01% | 177 |
|
2022
Q3 | $561K | Hold |
2,000
| – | – | 0.02% | 154 |
|
2022
Q2 | $477K | Hold |
2,000
| – | – | 0.01% | 180 |
|
2022
Q1 | $492K | Hold |
2,000
| – | – | 0.01% | 188 |
|
2021
Q4 | $496K | Hold |
2,000
| – | – | 0.01% | 196 |
|
2021
Q3 | $398K | Buy |
+2,000
| New | +$398K | 0.01% | 213 |
|