Forum Financial 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
Q3 | $295K | Hold |
|
|||||
|
2025
Q2 | $335K | Buy |
|
|||||
|
2025
Q1 | $305K | Buy |
|
|||||
|
2024
Q4 | $330K | Buy |
|
|||||
|
2024
Q3 | $401K | Buy |
|
|||||
|
2024
Q2 | $361K | Buy |
|
|||||
|
2024
Q1 | $347K | Hold |
|
|||||
|
2023
Q4 | $277K | Hold |
|
|||||
|
2023
Q3 | $230K | Hold |
|
|||||
|
2023
Q2 | $227K | Hold |
|
|||||
|
2023
Q1 | $200K | Sell |
|
|||||
|
2022
Q4 | $209K | Buy |
|
|||||
|
2022
Q3 | $248K | Hold |
|
|||||
|
2022
Q2 | $211K | Hold |
|
|||||
|
2022
Q1 | $217K | Hold |
|
|||||
|
2021
Q4 | $220K | Buy |
|