United Capital Financial Advisors’s Carlisle Companies CSL Stock Holding History

United Capital Financial Advisors’s Portfolio CSL Stock Details CSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$252K	Buy
2025 Q1	$229K	Buy
2024 Q4	$217K	Sell
2024 Q3	$274K	Buy
2024 Q2	$245K	Sell
2024 Q1	$245K	Sell
2023 Q4	$216K	Buy
2019 Q4	–	Sell
2019 Q3	$522K	Sell
2019 Q2	$506K	Sell
2019 Q1	$468K	Buy