LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13.8K | Hold |
37
| – | – | ﹤0.01% | 467 |
|
|
2025
Q1 | $13.3K | Hold |
37
| – | – | ﹤0.01% | 463 |
|
|
2024
Q4 | $14.7K | Hold |
37
| – | – | ﹤0.01% | 468 |
|
|
2024
Q3 | $17K | Hold |
37
| – | – | ﹤0.01% | 465 |
|
|
2024
Q2 | $16.3K | Hold |
37
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $13.7K | Sell |
37
-25
| -40% | -$9.26K | ﹤0.01% | 481 |
|
|
2023
Q4 | $19.5K | Sell |
62
-15
| -19% | -$4.71K | ﹤0.01% | 465 |
|
|
2023
Q3 | $20.3K | Hold |
77
| – | – | ﹤0.01% | 483 |
|
|
2023
Q2 | $19.8K | Hold |
77
| – | – | ﹤0.01% | 503 |
|
|
2023
Q1 | $17.4K | Hold |
77
| – | – | ﹤0.01% | 481 |
|
|
2022
Q4 | $18.1K | Hold |
77
| – | – | ﹤0.01% | 470 |
|
|
2022
Q3 | $22K | Hold |
77
| – | – | ﹤0.01% | 480 |
|
|
2022
Q2 | $18K | Sell |
77
-12
| -13% | -$2.81K | ﹤0.01% | 511 |
|
|
2022
Q1 | $22K | Hold |
89
| – | – | ﹤0.01% | 511 |
|
|
2021
Q4 | $22K | Sell |
89
-41
| -32% | -$10.1K | ﹤0.01% | 528 |
|
|
2021
Q3 | $26K | Hold |
130
| – | – | ﹤0.01% | 509 |
|
|
2021
Q2 | $25K | Buy |
+130
| New | +$25K | ﹤0.01% | 523 |
|
|
2021
Q1 | – | Sell |
-130
| Closed | -$20K | – | 394 |
|
|
2020
Q4 | $20K | Hold |
130
| – | – | ﹤0.01% | 507 |
|
|
2020
Q3 | $16K | Hold |
130
| – | – | ﹤0.01% | 480 |
|
|
2020
Q2 | $16K | Hold |
130
| – | – | ﹤0.01% | 469 |
|
|
2020
Q1 | $16K | Hold |
130
| – | – | ﹤0.01% | 490 |
|
|
2019
Q4 | $21K | Sell |
130
-95
| -42% | -$15.3K | ﹤0.01% | 532 |
|
|
2019
Q3 | $33K | Hold |
225
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $32K | Sell |
225
-110
| -33% | -$15.6K | ﹤0.01% | 452 |
|
|
2019
Q1 | $41K | Sell |
335
-165
| -33% | -$20.2K | ﹤0.01% | 416 |
|
|
2018
Q4 | $50K | Buy |
+500
| New | +$50K | ﹤0.01% | 411 |
|
|
2017
Q4 | – | Sell |
-17
| Closed | -$2K | – | 767 |
|
|
2017
Q3 | $2K | Buy |
+17
| New | +$2K | ﹤0.01% | 638 |
|