Shakespeare 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
Q2 | $565K | Buy |
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|
2025
Q1 | $514K | Sell |
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|
2024
Q4 | $574K | Sell |
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|
2024
Q3 | $765K | Buy |
|
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|
2024
Q2 | $688K | Sell |
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|
2024
Q1 | $770K | Sell |
|
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|
2023
Q4 | $646K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $467K | Hold |
|
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|
2022
Q4 | $487K | Hold |
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|
2022
Q3 | $580K | Hold |
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|
2022
Q2 | $496K | Hold |
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|
2022
Q1 | $512K | Hold |
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|
2021
Q4 | $513K | Hold |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $425K | Hold |
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|
2021
Q1 | $340K | Hold |
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|
2020
Q4 | $323K | Hold |
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|
2020
Q3 | $253K | Hold |
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|
2020
Q2 | $247K | Hold |
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|
2020
Q1 | $259K | Hold |
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|
2019
Q4 | $335K | Hold |
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|
2019
Q3 | $301K | Hold |
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|
2019
Q2 | $290K | Buy |
|