One Wealth 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 | $606K | Buy |
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|
2025
Q1 | $475K | Buy |
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|
2024
Q4 | $326K | Buy |
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|
2024
Q3 | $250K | Hold |
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|
2024
Q2 | $215K | Hold |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $121K | Sell |
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|
2022
Q3 | $215K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $247K | Sell |
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|
2019
Q4 | $365K | Sell |
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|
2019
Q3 | $332K | Sell |
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|
2019
Q2 | $346K | Buy |
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|
2019
Q1 | $34K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $26K | Hold |
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|
2018
Q1 | $25K | Sell |
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|
2017
Q4 | $29K | Buy |
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