Geneos 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
Q3 | $247K | Sell |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $404K | Buy |
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|
2024
Q4 | $94.1K | Buy |
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|
2024
Q3 | $114K | Buy |
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|
2024
Q2 | $101K | Hold |
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|
2024
Q1 | $98K | Hold |
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|
2023
Q4 | $78.1K | Hold |
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|
2023
Q3 | $64.8K | Hold |
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|
2023
Q2 | $64.1K | Hold |
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|
2023
Q1 | $56.5K | Hold |
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|
2022
Q4 | $58.9K | Hold |
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|
2022
Q3 | $70K | Hold |
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|
2022
Q2 | $60K | Hold |
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|
2022
Q1 | $61K | Hold |
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|
2021
Q4 | $62K | Sell |
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|
2021
Q3 | $107K | Hold |
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|
2021
Q2 | $101K | Sell |
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|
2021
Q1 | $135K | Hold |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $29K | Hold |
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|
2020
Q2 | $29K | Hold |
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|
2020
Q1 | $29K | Sell |
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|
2019
Q4 | $65K | Hold |
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|
2019
Q3 | $57K | Sell |
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|
2019
Q2 | $65K | Hold |
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|
2019
Q1 | $57K | Sell |
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|
2018
Q4 | $53K | Sell |
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|
2018
Q3 | $108K | Buy |
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|
2018
Q2 | $75K | Hold |
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|
2018
Q1 | $73K | Hold |
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|
2017
Q4 | $79K | Hold |
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|
2017
Q3 | $70K | Hold |
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|
2017
Q2 | $66K | Hold |
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|
2017
Q1 | $74K | Sell |
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|
2016
Q4 | $81K | Hold |
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|
2016
Q3 | $75K | Buy |
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|
2016
Q2 | $73K | Hold |
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|
2016
Q1 | $69K | Buy |
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