MWM
Meridian Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $526K | Hold |
1,409
| – | – | 0.02% | 433 |
|
|
2025
Q1 | $480K | Buy |
1,409
+6
| +0.4% | +$2.04K | 0.02% | 419 |
|
|
2024
Q4 | $517K | Buy |
1,403
+1
| +0.1% | +$369 | 0.02% | 398 |
|
|
2024
Q3 | $631K | Buy |
+1,402
| New | +$631K | 0.03% | 373 |
|
|
2024
Q2 | – | Sell |
-1,477
| Closed | -$579K | – | 334 |
|
|
2024
Q1 | $579K | Buy |
1,477
+1
| +0.1% | +$392 | 0.1% | 128 |
|
|
2023
Q4 | $461K | Sell |
1,476
-1,474
| -50% | -$460K | 0.03% | 401 |
|
|
2023
Q3 | $765K | Buy |
2,950
+1,476
| +100% | +$383K | 0.05% | 284 |
|
|
2023
Q2 | $378K | Hold |
1,474
| – | – | 0.03% | 381 |
|
|
2023
Q1 | $333K | Hold |
1,474
| – | – | 0.03% | 394 |
|
|
2022
Q4 | $347K | Buy |
1,474
+25
| +2% | +$5.89K | 0.03% | 383 |
|
|
2022
Q3 | $406K | Sell |
1,449
-184
| -11% | -$51.6K | 0.04% | 310 |
|
|
2022
Q2 | $390K | Sell |
1,633
-929
| -36% | -$222K | 0.03% | 397 |
|
|
2022
Q1 | $630K | Hold |
2,562
| – | – | 0.07% | 205 |
|
|
2021
Q4 | $636K | Sell |
2,562
-35
| -1% | -$8.69K | 0.07% | 213 |
|
|
2021
Q3 | $516K | Hold |
2,597
| – | – | 0.06% | 220 |
|
|
2021
Q2 | $497K | Buy |
2,597
+1
| +0% | +$191 | 0.06% | 228 |
|
|
2021
Q1 | $427K | Sell |
2,596
-40
| -2% | -$6.58K | 0.06% | 234 |
|
|
2020
Q4 | $411K | Buy |
+2,636
| New | +$411K | 0.07% | 217 |
|