True Wealth Design’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
$1.97K Sell
2025
Q2
$3.73K Hold
2025
Q1
$3.4K Buy
2024
Q4
$1.84K Sell
2024
Q3
$33.7K Buy
2024
Q2
$2.03K Buy
2024
Q1
$1.57K Buy
2023
Q4
$625 Hold
2023
Q3
$519 Hold
2023
Q2
$514 Hold
2023
Q1
$453 Hold
2022
Q4
$471 Buy