EWM
Evercore Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Hold |
700
| – | – | ﹤0.01% | 356 |
|
|
2025
Q1 | $238K | Sell |
700
-36
| -5% | -$12.3K | ﹤0.01% | 366 |
|
|
2024
Q4 | $271K | Hold |
736
| – | – | ﹤0.01% | 350 |
|
|
2024
Q3 | $331K | Hold |
736
| – | – | 0.01% | 328 |
|
|
2024
Q2 | $298K | Hold |
736
| – | – | ﹤0.01% | 338 |
|
|
2024
Q1 | $288K | Hold |
736
| – | – | ﹤0.01% | 348 |
|
|
2023
Q4 | $230K | Buy |
+736
| New | +$230K | ﹤0.01% | 389 |
|
|
2020
Q1 | – | Sell |
-1,482
| Closed | -$240K | – | 368 |
|
|
2019
Q4 | $240K | Buy |
1,482
+15
| +1% | +$2.43K | 0.01% | 365 |
|
|
2019
Q3 | $213K | Hold |
1,467
| – | – | 0.01% | 382 |
|
|
2019
Q2 | $206K | Buy |
+1,467
| New | +$206K | 0.01% | 399 |
|
|
2018
Q1 | – | Sell |
-1,300
| Closed | -$148K | – | 439 |
|
|
2017
Q4 | $148K | Hold |
1,300
| – | – | 0.01% | 403 |
|
|
2017
Q3 | $130K | Sell |
1,300
-48
| -4% | -$4.8K | 0.01% | 420 |
|
|
2017
Q2 | $129K | Sell |
1,348
-420
| -24% | -$40.2K | 0.01% | 419 |
|
|
2017
Q1 | $188K | Hold |
1,768
| – | – | 0.01% | 374 |
|
|
2016
Q4 | $195K | Hold |
1,768
| – | – | 0.01% | 373 |
|
|
2016
Q3 | $181K | Sell |
1,768
-300
| -15% | -$30.7K | 0.01% | 392 |
|
|
2016
Q2 | $218K | Sell |
2,068
-102
| -5% | -$10.8K | 0.01% | 347 |
|
|
2016
Q1 | $216K | Hold |
2,170
| – | – | 0.01% | 341 |
|
|
2015
Q4 | $192K | Buy |
2,170
+420
| +24% | +$37.2K | 0.01% | 371 |
|
|
2015
Q3 | $152K | Hold |
1,750
| – | – | 0.01% | 429 |
|
|
2015
Q2 | $175K | Hold |
1,750
| – | – | 0.01% | 440 |
|
|
2015
Q1 | $163K | Hold |
1,750
| – | – | 0.01% | 454 |
|
|
2014
Q4 | $158K | Hold |
1,750
| – | – | 0.01% | 394 |
|
|
2014
Q3 | $140K | Hold |
1,750
| – | – | 0.01% | 458 |
|
|
2014
Q2 | $152K | Buy |
1,750
+450
| +35% | +$39.1K | 0.01% | 437 |
|
|
2014
Q1 | $104K | Buy |
+1,300
| New | +$104K | 0.01% | 478 |
|