United Capital Financial Advisors’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 | $252K | Buy |
674
+2
| +0.3% | +$747 | ﹤0.01% | 971 |
|
|
2025
Q1 | $229K | Buy |
672
+84
| +14% | +$28.6K | ﹤0.01% | 963 |
|
|
2024
Q4 | $217K | Sell |
588
-21
| -3% | -$7.75K | ﹤0.01% | 989 |
|
|
2024
Q3 | $274K | Buy |
609
+4
| +0.7% | +$1.8K | ﹤0.01% | 908 |
|
|
2024
Q2 | $245K | Sell |
605
-21
| -3% | -$8.51K | ﹤0.01% | 913 |
|
|
2024
Q1 | $245K | Sell |
626
-64
| -9% | -$25.1K | ﹤0.01% | 940 |
|
|
2023
Q4 | $216K | Buy |
+690
| New | +$216K | ﹤0.01% | 976 |
|
|
2019
Q4 | – | Sell |
-3,589
| Closed | -$522K | – | 1368 |
|
|
2019
Q3 | $522K | Sell |
3,589
-13
| -0.4% | -$1.89K | ﹤0.01% | 934 |
|
|
2019
Q2 | $506K | Sell |
3,602
-216
| -6% | -$30.3K | ﹤0.01% | 1035 |
|
|
2019
Q1 | $468K | Buy |
+3,818
| New | +$468K | ﹤0.01% | 990 |
|