IFP Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Sell |
335
-142
| -30% | -$85.6K | 0.01% | 1267 |
|
|
2025
Q1 | $163K | Sell |
477
-78
| -14% | -$26.6K | 0.01% | 1267 |
|
|
2024
Q4 | $205K | Buy |
555
+11
| +2% | +$4.07K | 0.01% | 1119 |
|
|
2024
Q3 | $245K | Buy |
544
+523
| +2,490% | +$235K | 0.01% | 996 |
|
|
2024
Q2 | $8.51K | Buy |
21
+2
| +11% | +$810 | ﹤0.01% | 2393 |
|
|
2024
Q1 | $7.45K | Buy |
19
+7
| +58% | +$2.74K | ﹤0.01% | 2333 |
|
|
2023
Q4 | $3.75K | Sell |
12
-3,692
| -100% | -$1.15M | ﹤0.01% | 2512 |
|
|
2023
Q3 | $960K | Buy |
3,704
+3,698
| +61,633% | +$959K | 0.04% | 401 |
|
|
2023
Q2 | $1.54K | Hold |
6
| – | – | ﹤0.01% | 2962 |
|
|
2023
Q1 | $653 | Sell |
6
-113
| -95% | -$12.3K | ﹤0.01% | 3152 |
|
|
2022
Q4 | $15K | Buy |
119
+6
| +5% | +$756 | ﹤0.01% | 3101 |
|
|
2022
Q3 | $14K | Buy |
113
+101
| +842% | +$12.5K | ﹤0.01% | 3375 |
|
|
2022
Q2 | $3K | Hold |
12
| – | – | ﹤0.01% | 3967 |
|
|
2022
Q1 | $3K | Buy |
12
+6
| +100% | +$1.5K | ﹤0.01% | 3967 |
|
|
2021
Q4 | $1K | Hold |
6
| – | – | ﹤0.01% | 2920 |
|
|
2021
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 2937 |
|
|
2021
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 2845 |
|
|
2021
Q1 | $1K | Sell |
6
-29
| -83% | -$4.83K | ﹤0.01% | 2769 |
|
|
2020
Q4 | $6K | Sell |
35
-165
| -83% | -$28.3K | ﹤0.01% | 2230 |
|
|
2020
Q3 | $25K | Sell |
200
-199
| -50% | -$24.9K | ﹤0.01% | 1555 |
|
|
2020
Q2 | $49K | Sell |
399
-19
| -5% | -$2.33K | ﹤0.01% | 1224 |
|
|
2020
Q1 | $54K | Buy |
418
+7
| +2% | +$904 | 0.01% | 1084 |
|
|
2019
Q4 | $67K | Sell |
411
-400
| -49% | -$65.2K | 0.01% | 1124 |
|
|
2019
Q3 | $117K | Buy |
+811
| New | +$117K | 0.01% | 987 |
|
|
2019
Q1 | $25K | Sell |
200
-299
| -60% | -$37.4K | ﹤0.01% | 1244 |
|
|
2018
Q4 | $49K | Sell |
499
-793
| -61% | -$77.9K | ﹤0.01% | 1609 |
|
|
2018
Q3 | $157K | Buy |
1,292
+429
| +50% | +$52.1K | 0.01% | 1210 |
|
|
2018
Q2 | $93K | Buy |
863
+105
| +14% | +$11.3K | ﹤0.01% | 1508 |
|
|
2018
Q1 | $86K | Hold |
758
| – | – | ﹤0.01% | 1469 |
|
|
2017
Q4 | $86K | Buy |
758
+10
| +1% | +$1.14K | ﹤0.01% | 1467 |
|
|
2017
Q3 | $75K | Sell |
748
-99
| -12% | -$9.93K | ﹤0.01% | 1709 |
|
|
2017
Q2 | $81K | Buy |
847
+22
| +3% | +$2.1K | ﹤0.01% | 1640 |
|
|
2017
Q1 | $88K | Sell |
825
-73
| -8% | -$7.79K | ﹤0.01% | 1554 |
|
|
2016
Q4 | $99K | Sell |
898
-10
| -1% | -$1.1K | ﹤0.01% | 1454 |
|
|
2016
Q3 | $93K | Buy |
908
+647
| +248% | +$66.3K | ﹤0.01% | 1404 |
|
|
2016
Q2 | $28K | Buy |
261
+61
| +31% | +$6.54K | ﹤0.01% | 2112 |
|
|
2016
Q1 | $25K | Buy |
200
+1
| +0.5% | +$125 | ﹤0.01% | 1244 |
|
|
2015
Q4 | $18K | Buy |
+199
| New | +$18K | ﹤0.01% | 2198 |
|