Kovitz Investment Group Partners’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.33M | Sell |
6,231
-195
| -3% | -$72.8K | 0.01% | 598 |
|
|
2025
Q1 | $2.19M | Sell |
6,426
-643
| -9% | -$219K | 0.01% | 565 |
|
|
2024
Q4 | $2.61M | Buy |
7,069
+3,132
| +80% | +$1.16M | 0.01% | 525 |
|
|
2024
Q3 | $1.65M | Buy |
3,937
+653
| +20% | +$273K | 0.01% | 522 |
|
|
2024
Q2 | $1.33M | Sell |
3,284
-79
| -2% | -$32K | 0.01% | 484 |
|
|
2024
Q1 | $1.32M | Buy |
+3,363
| New | +$1.32M | 0.02% | 360 |
|