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EP Wealth Advisors’s Carlisle Companies CSL Stock Holding History

EP Wealth Advisors’s Portfolio CSL Stock Details CSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$333K Sell
893
-2
-0.2% -$747 ﹤0.01% 960
2025
Q1 		$305K Buy
+895
New +$305K ﹤0.01% 904