Moneta Group Investment Advisors’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Sell |
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|
2025
Q1 | $677K | Sell |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $905K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $749K | Buy |
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|
2023
Q4 | $594K | Buy |
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $485K | Buy |
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|
2023
Q1 | $427K | Buy |
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|
2022
Q4 | $445K | Sell |
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|
2022
Q3 | $544K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $496K | Sell |
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|
2021
Q4 | $510K | Sell |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $391K | Buy |
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|
2021
Q1 | $336K | Buy |
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|
2020
Q4 | $308K | Buy |
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|
2020
Q3 | $241K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Buy |
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