Waverly Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $237K | Buy |
634
+9
| +1% | +$3.36K | ﹤0.01% | 1066 |
|
|
2025
Q1 | $213K | Buy |
625
+79
| +14% | +$26.9K | ﹤0.01% | 1036 |
|
|
2024
Q4 | $201K | Sell |
546
-267
| -33% | -$98.5K | ﹤0.01% | 931 |
|
|
2024
Q3 | $366K | Sell |
813
-336
| -29% | -$151K | 0.01% | 638 |
|
|
2024
Q2 | $466K | Buy |
+1,149
| New | +$466K | 0.01% | 593 |
|