Forum Financial Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $335K | Buy |
897
+2
| +0.2% | +$747 | 0.01% | 611 |
|
|
2025
Q1 | $305K | Buy |
895
+1
| +0.1% | +$341 | 0.01% | 582 |
|
|
2024
Q4 | $330K | Buy |
894
+3
| +0.3% | +$1.11K | 0.01% | 562 |
|
|
2024
Q3 | $401K | Buy |
891
+1
| +0.1% | +$450 | 0.01% | 398 |
|
|
2024
Q2 | $361K | Buy |
890
+4
| +0.5% | +$1.62K | 0.01% | 413 |
|
|
2024
Q1 | $347K | Hold |
886
| – | – | 0.01% | 444 |
|
|
2023
Q4 | $277K | Hold |
886
| – | – | 0.01% | 486 |
|
|
2023
Q3 | $230K | Hold |
886
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $227K | Hold |
886
| – | – | 0.01% | 560 |
|
|
2023
Q1 | $200K | Sell |
886
-1
| -0.1% | -$226 | 0.01% | 575 |
|
|
2022
Q4 | $209K | Buy |
887
+1
| +0.1% | +$236 | 0.01% | 537 |
|
|
2022
Q3 | $248K | Hold |
886
| – | – | 0.01% | 413 |
|
|
2022
Q2 | $211K | Hold |
886
| – | – | 0.01% | 497 |
|
|
2022
Q1 | $217K | Hold |
886
| – | – | 0.01% | 532 |
|
|
2021
Q4 | $220K | Buy |
+886
| New | +$220K | 0.01% | 572 |
|