Jones Financial Companies’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
$290K Buy
2025
Q2
$291K Buy
2025
Q1
$160K Sell
2024
Q4
$278K Buy
2024
Q3
$153K Buy
2024
Q2
$84.9K Buy
2024
Q1
$39.4K Buy
2013
Q3
Sell
2013
Q2
$20K Buy