Montag & Associates’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84K | Buy |
5
+1
| +25% | +$368 | ﹤0.01% | 850 |
|
|
2025
Q1 | $1.19K | Buy |
4
+1
| +33% | +$299 | ﹤0.01% | 934 |
|
|
2024
Q4 | $1.17K | Hold |
3
| – | – | ﹤0.01% | 934 |
|
|
2024
Q3 | $1.49K | Sell |
3
-1
| -25% | -$495 | ﹤0.01% | 939 |
|
|
2024
Q2 | $1.54K | Sell |
4
-1
| -20% | -$386 | ﹤0.01% | 890 |
|
|
2024
Q1 | $1.86K | Buy |
+5
| New | +$1.86K | ﹤0.01% | 867 |
|
|
2023
Q1 | – | Sell |
-106
| Closed | -$25K | – | 929 |
|
|
2022
Q4 | $25K | Hold |
106
| – | – | ﹤0.01% | 632 |
|
|
2022
Q3 | $30K | Buy |
+106
| New | +$30K | ﹤0.01% | 612 |
|