Evercore Wealth Management’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 | $261K | Hold |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $271K | Hold |
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|
2024
Q3 | $331K | Hold |
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|
2024
Q2 | $298K | Hold |
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|
2024
Q1 | $288K | Hold |
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|
2023
Q4 | $230K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $213K | Hold |
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|
2019
Q2 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $148K | Hold |
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|
2017
Q3 | $130K | Sell |
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|
2017
Q2 | $129K | Sell |
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|
2017
Q1 | $188K | Hold |
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|
2016
Q4 | $195K | Hold |
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|
2016
Q3 | $181K | Sell |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $216K | Hold |
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|
2015
Q4 | $192K | Buy |
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|
2015
Q3 | $152K | Hold |
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|
2015
Q2 | $175K | Hold |
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|
2015
Q1 | $163K | Hold |
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|
2014
Q4 | $158K | Hold |
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|
2014
Q3 | $140K | Hold |
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|
2014
Q2 | $152K | Buy |
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|
2014
Q1 | $104K | Buy |
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