Guardian Wealth Advisors (North Carolina)’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	–	Sell	-792	Closed	-$296K	–	375
2025 Q2	$296K	Sell	792 -2	-0.3%	-$743	0.02%	269
2025 Q1	$270K	Buy	794 +2	+0.3%	+$717	0.02%	265
2024 Q4	$292K	Hold	792	–	–	0.02%	254
2024 Q3	$356K	Hold	792	–	–	0.04%	197
2024 Q2	$321K	Hold	792	–	–	0.04%	195
2024 Q1	$310K	Hold	792	–	–	0.04%	208
2023 Q4	$247K	Sell	792 -87	-10%	-$24K	0.04%	213
2023 Q3	$228K	Sell	879 -79	-8%	-$21.2K	0.04%	216
2023 Q2	$246K	Hold	958	–	–	0.04%	195
2023 Q1	$217K	Sell	958 -55	-5%	-$13.4K	0.04%	206
2022 Q4	$239K	Sell	1,013 -432	-30%	-$111K	0.05%	177
2022 Q3	$405K	Buy	1,445 +71	+5%	+$20.3K	0.08%	122
2022 Q2	$328K	Buy	+1,374	New	+$342K	0.06%	139