Tradition Wealth Management’s Carlisle Companies CSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
795
-1
| -0.1% | -$374 | 0.02% | 355 |
|
|
2025
Q1 | $271K | Buy |
796
+6
| +0.8% | +$2.04K | 0.02% | 349 |
|
|
2024
Q4 | $291K | Sell |
790
-34
| -4% | -$12.5K | 0.03% | 325 |
|
|
2024
Q3 | $370K | Buy |
824
+2
| +0.2% | +$899 | 0.03% | 290 |
|
|
2024
Q2 | $333K | Buy |
822
+2
| +0.2% | +$810 | 0.03% | 296 |
|
|
2024
Q1 | $322K | Buy |
820
+1
| +0.1% | +$392 | 0.03% | 297 |
|
|
2023
Q4 | $256K | Buy |
819
+2
| +0.2% | +$625 | 0.03% | 294 |
|
|
2023
Q3 | $212K | Buy |
817
+2
| +0.2% | +$519 | 0.03% | 298 |
|
|
2023
Q2 | $209K | Buy |
815
+79
| +11% | +$20.3K | 0.02% | 302 |
|
|
2023
Q1 | $166K | Buy |
736
+313
| +74% | +$70.6K | 0.02% | 328 |
|
|
2022
Q4 | $100K | Hold |
423
| – | – | 0.01% | 379 |
|
|
2022
Q3 | $119K | Buy |
+423
| New | +$119K | 0.02% | 332 |
|