UMB Bank’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 | $207K | Buy |
554
+228
| +70% | +$85.1K | ﹤0.01% | 586 |
|
|
2025
Q1 | $111K | Buy |
326
+138
| +73% | +$47K | ﹤0.01% | 731 |
|
|
2024
Q4 | $69.3K | Buy |
188
+67
| +55% | +$24.7K | ﹤0.01% | 790 |
|
|
2024
Q3 | $54.4K | Buy |
121
+92
| +317% | +$41.4K | ﹤0.01% | 851 |
|
|
2024
Q2 | $11.8K | Buy |
29
+12
| +71% | +$4.86K | ﹤0.01% | 1233 |
|
|
2024
Q1 | $6.66K | Buy |
17
+2
| +13% | +$784 | ﹤0.01% | 1347 |
|
|
2023
Q4 | $4.69K | Sell |
15
-21
| -58% | -$6.56K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $9.33K | Buy |
36
+15
| +71% | +$3.89K | ﹤0.01% | 1308 |
|
|
2023
Q2 | $5.39K | Hold |
21
| – | – | ﹤0.01% | 1404 |
|
|
2023
Q1 | $4.75K | Hold |
21
| – | – | ﹤0.01% | 1421 |
|
|
2022
Q4 | $5K | Hold |
21
| – | – | ﹤0.01% | 1423 |
|
|
2022
Q3 | $6K | Sell |
21
-7
| -25% | -$2K | ﹤0.01% | 1420 |
|
|
2022
Q2 | $7K | Hold |
28
| – | – | ﹤0.01% | 1487 |
|
|
2022
Q1 | $7K | Hold |
28
| – | – | ﹤0.01% | 1568 |
|
|
2021
Q4 | $7K | Buy |
+28
| New | +$7K | ﹤0.01% | 1531 |
|