RWA
River Wealth Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.46M | Sell |
17,308
-356
| -2% | -$133K | 0.8% | 33 |
|
|
2025
Q1 | $6.01M | Sell |
17,664
-1,242
| -7% | -$423K | 0.84% | 33 |
|
|
2024
Q4 | $6.97M | Sell |
18,906
-421
| -2% | -$155K | 0.92% | 28 |
|
|
2024
Q3 | $8.69M | Sell |
19,327
-407
| -2% | -$183K | 1.16% | 18 |
|
|
2024
Q2 | $8M | Sell |
19,734
-654
| -3% | -$265K | 1.15% | 20 |
|
|
2024
Q1 | $7.99M | Sell |
20,388
-218
| -1% | -$85.4K | 1.16% | 22 |
|
|
2023
Q4 | $6.44M | Sell |
20,606
-388
| -2% | -$121K | 1.03% | 23 |
|
|
2023
Q3 | $5.44M | Sell |
20,994
-94
| -0.4% | -$24.4K | 0.97% | 25 |
|
|
2023
Q2 | $5.41M | Buy |
21,088
+279
| +1% | +$71.6K | 0.92% | 26 |
|
|
2023
Q1 | $4.7M | Sell |
20,809
-117
| -0.6% | -$26.5K | 0.86% | 28 |
|
|
2022
Q4 | $4.93M | Sell |
20,926
-74
| -0.4% | -$17.4K | 0.95% | 25 |
|
|
2022
Q3 | $5.89M | Sell |
21,000
-1,018
| -5% | -$285K | 1.27% | 17 |
|
|
2022
Q2 | $5.25M | Sell |
22,018
-842
| -4% | -$201K | 0.97% | 24 |
|
|
2022
Q1 | $5.62M | Buy |
22,860
+818
| +4% | +$201K | 0.9% | 27 |
|
|
2021
Q4 | $5.47M | Sell |
22,042
-89
| -0.4% | -$22.1K | 0.85% | 32 |
|
|
2021
Q3 | $4.4M | Buy |
22,131
+694
| +3% | +$138K | 0.75% | 36 |
|
|
2021
Q2 | $4.1M | Buy |
21,437
+311
| +1% | +$59.5K | 0.72% | 37 |
|
|
2021
Q1 | $3.48M | Buy |
21,126
+1,803
| +9% | +$297K | 0.65% | 41 |
|
|
2020
Q4 | $3.02M | Buy |
19,323
+2,190
| +13% | +$342K | 0.65% | 44 |
|
|
2020
Q3 | $2.1M | Buy |
17,133
+1,429
| +9% | +$175K | 0.55% | 58 |
|
|
2020
Q2 | $1.88M | Buy |
15,704
+1,262
| +9% | +$151K | 0.57% | 58 |
|
|
2020
Q1 | $1.81M | Buy |
14,442
+488
| +3% | +$61.1K | 0.72% | 45 |
|
|
2019
Q4 | $2.26M | Buy |
13,954
+1,621
| +13% | +$262K | 0.76% | 45 |
|
|
2019
Q3 | $1.8M | Buy |
12,333
+686
| +6% | +$99.8K | 0.68% | 55 |
|
|
2019
Q2 | $1.64M | Buy |
11,647
+912
| +8% | +$128K | 0.64% | 59 |
|
|
2019
Q1 | $1.32M | Sell |
10,735
-10
| -0.1% | -$1.23K | 0.55% | 62 |
|
|
2018
Q4 | $1.08M | Sell |
10,745
-597
| -5% | -$60K | 0.48% | 66 |
|
|
2018
Q3 | $1.38M | Buy |
11,342
+73
| +0.6% | +$8.89K | 0.51% | 65 |
|
|
2018
Q2 | $1.22M | Sell |
11,269
-1,477
| -12% | -$160K | 0.47% | 73 |
|
|
2018
Q1 | $1.33M | Sell |
12,746
-7
| -0.1% | -$731 | 0.56% | 65 |
|
|
2017
Q4 | $1.45M | Buy |
12,753
+346
| +3% | +$39.3K | 0.6% | 62 |
|
|
2017
Q3 | $1.24M | Buy |
12,407
+301
| +2% | +$30.2K | 0.56% | 66 |
|
|
2017
Q2 | $1.16M | Buy |
12,106
+580
| +5% | +$55.3K | 0.54% | 68 |
|
|
2017
Q1 | $1.23M | Buy |
11,526
+1,307
| +13% | +$139K | 0.6% | 63 |
|
|
2016
Q4 | $1.13M | Buy |
10,219
+2,905
| +40% | +$320K | 0.57% | 68 |
|
|
2016
Q3 | $750K | Buy |
7,314
+2,245
| +44% | +$230K | 0.41% | 85 |
|
|
2016
Q2 | $536K | Buy |
5,069
+1,390
| +38% | +$147K | 0.31% | 97 |
|
|
2016
Q1 | $366K | Buy |
3,679
+514
| +16% | +$51.1K | 0.22% | 120 |
|
|
2015
Q4 | $281K | Buy |
+3,165
| New | +$281K | 0.18% | 131 |
|