MWM
Moran Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Sell |
33,079
-2,658
| -7% | -$992K | 0.38% | 79 |
|
|
2025
Q1 | $12.2M | Sell |
35,737
-359
| -1% | -$122K | 0.41% | 80 |
|
|
2024
Q4 | $13.3M | Sell |
36,096
-1,116
| -3% | -$412K | 0.42% | 86 |
|
|
2024
Q3 | $16.7M | Sell |
37,212
-2,195
| -6% | -$987K | 0.51% | 68 |
|
|
2024
Q2 | $16M | Sell |
39,407
-1,890
| -5% | -$766K | 0.53% | 65 |
|
|
2024
Q1 | $16.2M | Sell |
41,297
-649
| -2% | -$254K | 0.52% | 66 |
|
|
2023
Q4 | $13.1M | Sell |
41,946
-1,471
| -3% | -$460K | 0.47% | 71 |
|
|
2023
Q3 | $11.3M | Sell |
43,417
-618
| -1% | -$160K | 0.44% | 86 |
|
|
2023
Q2 | $11.3M | Sell |
44,035
-4,876
| -10% | -$1.25M | 0.42% | 86 |
|
|
2023
Q1 | $11.1M | Sell |
48,911
-35,685
| -42% | -$8.07M | 0.42% | 89 |
|
|
2022
Q4 | $19.9M | Buy |
+84,596
| New | +$19.9M | 0.76% | 32 |
|