Foster & Motley’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $744K | Buy |
1,992
+1,199
| +151% | +$448K | 0.04% | 249 |
|
2025
Q1 | $270K | Buy |
+793
| New | +$270K | 0.02% | 346 |
|
2024
Q4 | – | Sell |
-462
| Closed | -$208K | – | 377 |
|
2024
Q3 | $208K | Sell |
462
-142
| -24% | -$63.9K | 0.01% | 371 |
|
2024
Q2 | $245K | Sell |
604
-40
| -6% | -$16.2K | 0.02% | 351 |
|
2024
Q1 | $252K | Sell |
644
-443
| -41% | -$173K | 0.02% | 357 |
|
2023
Q4 | $340K | Buy |
+1,087
| New | +$340K | 0.03% | 305 |
|