Sendero Wealth Management’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
Q3 | $618K | Buy |
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|
2025
Q2 | $540K | Hold |
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|
2025
Q1 | $492K | Buy |
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|
2024
Q4 | $455K | Sell |
|
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|
2024
Q3 | $978K | Hold |
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|
2024
Q2 | $881K | Hold |
|
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|
2024
Q1 | $852K | Sell |
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|
2023
Q4 | $914K | Buy |
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|
2023
Q3 | $694K | Buy |
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|
2023
Q2 | $581K | Buy |
|
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|
2023
Q1 | $381K | Buy |
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|
2022
Q4 | $251K | Sell |
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|
2022
Q3 | $484K | Sell |
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|
2022
Q2 | $671K | Buy |
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|
2022
Q1 | $519K | Buy |
|