Moneta Group Investment Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
1,985
-2
| -0.1% | -$747 | 0.01% | 355 |
|
|
2025
Q1 | $677K | Sell |
1,987
-52
| -3% | -$17.7K | 0.01% | 352 |
|
|
2024
Q4 | $752K | Buy |
2,039
+27
| +1% | +$9.96K | 0.01% | 322 |
|
|
2024
Q3 | $905K | Buy |
2,012
+16
| +0.8% | +$7.2K | 0.01% | 288 |
|
|
2024
Q2 | $809K | Buy |
1,996
+85
| +4% | +$34.4K | 0.01% | 299 |
|
|
2024
Q1 | $749K | Buy |
1,911
+11
| +0.6% | +$4.31K | 0.01% | 304 |
|
|
2023
Q4 | $594K | Buy |
1,900
+9
| +0.5% | +$2.81K | 0.01% | 317 |
|
|
2023
Q3 | $490K | Hold |
1,891
| – | – | 0.01% | 321 |
|
|
2023
Q2 | $485K | Buy |
1,891
+1
| +0.1% | +$257 | 0.01% | 328 |
|
|
2023
Q1 | $427K | Buy |
1,890
+115
| +6% | +$26K | 0.01% | 344 |
|
|
2022
Q4 | $445K | Sell |
1,775
-165
| -9% | -$41.4K | 0.01% | 312 |
|
|
2022
Q3 | $544K | Sell |
1,940
-512
| -21% | -$144K | 0.02% | 265 |
|
|
2022
Q2 | $585K | Buy |
2,452
+435
| +22% | +$104K | 0.02% | 280 |
|
|
2022
Q1 | $496K | Sell |
2,017
-38
| -2% | -$9.35K | 0.02% | 292 |
|
|
2021
Q4 | $510K | Sell |
2,055
-23
| -1% | -$5.71K | 0.02% | 294 |
|
|
2021
Q3 | $413K | Buy |
2,078
+35
| +2% | +$6.96K | 0.02% | 310 |
|
|
2021
Q2 | $391K | Buy |
2,043
+1
| +0% | +$191 | 0.02% | 320 |
|
|
2021
Q1 | $336K | Buy |
2,042
+70
| +4% | +$11.5K | 0.02% | 309 |
|
|
2020
Q4 | $308K | Buy |
1,972
+3
| +0.2% | +$469 | 0.02% | 252 |
|
|
2020
Q3 | $241K | Buy |
+1,969
| New | +$241K | 0.02% | 242 |
|
|
2015
Q4 | – | Sell |
-119
| Closed | -$10K | – | 201 |
|
|
2015
Q3 | $10K | Buy |
+119
| New | +$10K | ﹤0.01% | 415 |
|