Venturi 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	$401K	Sell	1,074 -384	-26%	-$143K	0.02%	362
2025 Q1	$496K	Buy	1,458 +139	+11%	+$47.3K	0.03%	325
2024 Q4	$487K	Buy	1,319 +16	+1%	+$5.9K	0.02%	341
2024 Q3	$586K	Buy	1,303 +483	+59%	+$217K	0.03%	262
2024 Q2	$332K	Buy	+820	New	+$332K	0.02%	334