NAS
Nicolet Advisory Services’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $353K | Sell |
1,002
-44
| -4% | -$15.5K | 0.03% | 274 |
|
2025
Q1 | $352K | Buy |
1,046
+3
| +0.3% | +$1.01K | 0.03% | 246 |
|
2024
Q4 | $385K | Sell |
1,043
-194
| -16% | -$71.6K | 0.04% | 246 |
|
2024
Q3 | $554K | Buy |
1,237
+83
| +7% | +$37.2K | 0.05% | 184 |
|
2024
Q2 | $481K | Sell |
1,154
-3
| -0.3% | -$1.25K | 0.05% | 203 |
|
2024
Q1 | $454K | Sell |
1,157
-670
| -37% | -$263K | 0.05% | 198 |
|
2023
Q4 | $560K | Sell |
1,827
-12
| -0.7% | -$3.68K | 0.06% | 150 |
|
2023
Q3 | $470K | Buy |
1,839
+6
| +0.3% | +$1.54K | 0.05% | 165 |
|
2023
Q2 | $462K | Buy |
1,833
+190
| +12% | +$47.9K | 0.05% | 165 |
|
2023
Q1 | $338K | Buy |
+1,643
| New | +$338K | 0.04% | 196 |
|