KIA
KCM Investment Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.4M | Buy |
59,957
+5,665
| +10% | +$2.12M | 0.75% | 38 |
|
|
2025
Q1 | $18.5M | Buy |
54,292
+39,330
| +263% | +$13.4M | 0.66% | 42 |
|
|
2024
Q4 | $5.52M | Buy |
14,962
+361
| +2% | +$133K | 0.19% | 89 |
|
|
2024
Q3 | $6.57M | Buy |
14,601
+12
| +0.1% | +$5.4K | 0.22% | 87 |
|
|
2024
Q2 | $5.91M | Buy |
14,589
+189
| +1% | +$76.6K | 0.21% | 84 |
|
|
2024
Q1 | $5.64M | Buy |
14,400
+50
| +0.3% | +$19.6K | 0.21% | 88 |
|
|
2023
Q4 | $4.48M | Buy |
14,350
+35
| +0.2% | +$10.9K | 0.18% | 101 |
|
|
2023
Q3 | $3.71M | Buy |
14,315
+254
| +2% | +$65.9K | 0.16% | 108 |
|
|
2023
Q2 | $3.61M | Buy |
14,061
+1,525
| +12% | +$391K | 0.14% | 115 |
|
|
2023
Q1 | $2.83M | Buy |
12,536
+3,535
| +39% | +$799K | 0.11% | 138 |
|
|
2022
Q4 | $2.12M | Buy |
9,001
+5,550
| +161% | +$1.31M | 0.09% | 151 |
|
|
2022
Q3 | $968K | Buy |
+3,451
| New | +$968K | 0.04% | 196 |
|
|
2022
Q1 | – | Sell |
-1,101
| Closed | -$273K | – | 411 |
|
|
2021
Q4 | $273K | Hold |
1,101
| – | – | 0.01% | 358 |
|
|
2021
Q3 | $219K | Buy |
+1,101
| New | +$219K | 0.01% | 367 |
|
|
2021
Q2 | – | Sell |
-1,500
| Closed | -$247K | – | 389 |
|
|
2021
Q1 | $247K | Buy |
+1,500
| New | +$247K | 0.01% | 333 |
|