Ritholtz Wealth Management’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
4,225
+2,093
| +98% | +$781K | 0.03% | 352 |
|
|
2025
Q1 | $726K | Buy |
2,132
+829
| +64% | +$282K | 0.02% | 486 |
|
|
2024
Q4 | $481K | Buy |
1,303
+149
| +13% | +$55K | 0.01% | 576 |
|
|
2024
Q3 | $519K | Buy |
1,154
+282
| +32% | +$127K | 0.02% | 544 |
|
|
2024
Q2 | $353K | Buy |
872
+242
| +38% | +$98.1K | 0.01% | 619 |
|
|
2024
Q1 | $247K | Buy |
+630
| New | +$247K | 0.01% | 696 |
|
|
2022
Q4 | – | Sell |
-1,269
| Closed | -$356K | – | 608 |
|
|
2022
Q3 | $356K | Buy |
+1,269
| New | +$356K | 0.02% | 492 |
|