HB Wealth Management’s Carlisle Companies CSL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$887K Buy
2,376
+310
+15% +$116K 0.01% 553
2025
Q1
$703K Buy
2,066
+1,079
+109% +$367K 0.01% 638
2024
Q4
$364K Buy
+987
New +$364K ﹤0.01% 735