MGWM
Marks Group Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.83M | Sell |
23,638
-1,710
| -7% | -$639K | 0.82% | 46 |
|
|
2025
Q1 | $8.63M | Buy |
25,348
+4,374
| +21% | +$1.49M | 0.83% | 42 |
|
|
2024
Q4 | $7.74M | Sell |
20,974
-643
| -3% | -$237K | 0.76% | 57 |
|
|
2024
Q3 | $9.72M | Buy |
21,617
+449
| +2% | +$202K | 0.93% | 22 |
|
|
2024
Q2 | $8.58M | Sell |
21,168
-3,460
| -14% | -$1.4M | 0.9% | 24 |
|
|
2024
Q1 | $9.65M | Sell |
24,628
-583
| -2% | -$228K | 1.01% | 20 |
|
|
2023
Q4 | $7.88M | Sell |
25,211
-163
| -0.6% | -$50.9K | 0.9% | 28 |
|
|
2023
Q3 | $6.58M | Buy |
25,374
+31
| +0.1% | +$8.04K | 0.81% | 46 |
|
|
2023
Q2 | $6.5M | Buy |
25,343
+879
| +4% | +$225K | 0.77% | 56 |
|
|
2023
Q1 | $5.53M | Buy |
24,464
+490
| +2% | +$111K | 0.71% | 64 |
|
|
2022
Q4 | $5.65M | Buy |
23,974
+248
| +1% | +$58.4K | 0.77% | 57 |
|
|
2022
Q3 | $6.65M | Buy |
23,726
+332
| +1% | +$93.1K | 1.01% | 14 |
|
|
2022
Q2 | $5.58M | Sell |
23,394
-6,065
| -21% | -$1.45M | 0.8% | 52 |
|
|
2022
Q1 | $7.25M | Buy |
29,459
+1,529
| +5% | +$376K | 0.91% | 22 |
|
|
2021
Q4 | $6.89M | Sell |
27,930
-3,202
| -10% | -$790K | 0.84% | 29 |
|
|
2021
Q3 | $6.2M | Sell |
31,132
-301
| -1% | -$59.9K | 0.84% | 32 |
|
|
2021
Q2 | $6.03M | Sell |
31,433
-2,776
| -8% | -$533K | 0.83% | 29 |
|
|
2021
Q1 | $5.62M | Sell |
34,209
-1,807
| -5% | -$297K | 0.83% | 37 |
|
|
2020
Q4 | $5.63M | Sell |
36,016
-170
| -0.5% | -$26.6K | 0.88% | 29 |
|
|
2020
Q3 | $4.43M | Buy |
36,186
+898
| +3% | +$110K | 0.8% | 55 |
|
|
2020
Q2 | $4.23M | Buy |
35,288
+5,408
| +18% | +$648K | 0.86% | 45 |
|
|
2020
Q1 | $3.79M | Sell |
29,880
-1,800
| -6% | -$228K | 0.98% | 15 |
|
|
2019
Q4 | $5.13M | Buy |
+31,680
| New | +$5.13M | 1.01% | 13 |
|