GM
GeoWealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-145
| Closed | -$53.5K | – | 1227 |
|
|
2024
Q4 | $53.5K | Buy |
145
+29
| +25% | +$10.7K | ﹤0.01% | 1142 |
|
|
2024
Q3 | $52.2K | Buy |
116
+7
| +6% | +$3.15K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $44.2K | Buy |
109
+76
| +230% | +$30.8K | ﹤0.01% | 818 |
|
|
2024
Q1 | $12.9K | Buy |
+33
| New | +$12.9K | ﹤0.01% | 831 |
|
|
2023
Q4 | – | Sell |
-24
| Closed | -$6K | – | 679 |
|
|
2023
Q3 | $6K | Buy |
+24
| New | +$6K | ﹤0.01% | 453 |
|