Welch & Forbes’s Carlisle Companies CSL Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$51M	Buy	136,530 +18,479	+16%	+$6.9M	0.64%	47
2025 Q1	$40.2M	Buy	118,051 +24,803	+27%	+$8.45M	0.53%	53
2024 Q4	$34.4M	Buy	93,248 +3,800	+4%	+$1.4M	0.44%	62
2024 Q3	$40.2M	Buy	89,448 +2,368	+3%	+$1.07M	0.51%	56
2024 Q2	$35.5M	Buy	87,080 +4,793	+6%	+$1.95M	0.47%	56
2024 Q1	$32.2M	Buy	82,287 +3,546	+5%	+$1.39M	0.44%	59
2023 Q4	$24.6M	Buy	78,741 +982	+1%	+$307K	0.37%	70
2023 Q3	$20.2M	Buy	77,759 +5,756	+8%	+$1.49M	0.33%	73
2023 Q2	$18.5M	Buy	72,003 +8,224	+13%	+$2.11M	0.29%	81
2023 Q1	$14.4M	Buy	63,779 +5,600	+10%	+$1.27M	0.24%	88
2022 Q4	$13.7M	Buy	58,179 +1,481	+3%	+$349K	0.25%	88
2022 Q3	$15.9M	Buy	56,698 +160	+0.3%	+$44.9K	0.31%	79
2022 Q2	$13.5M	Buy	56,538 +469	+0.8%	+$112K	0.25%	88
2022 Q1	$13.8M	Buy	56,069 +7,539	+16%	+$1.85M	0.22%	91
2021 Q4	$12M	Sell	48,530 -673	-1%	-$167K	0.18%	98
2021 Q3	$9.78M	Sell	49,203 -384	-0.8%	-$76.3K	0.16%	110
2021 Q2	$9.49M	Sell	49,587 -710	-1%	-$136K	0.16%	111
2021 Q1	$8.28M	Buy	50,297 +3,440	+7%	+$566K	0.15%	110
2020 Q4	$7.32M	Buy	46,857 +8,686	+23%	+$1.36M	0.14%	112
2020 Q3	$4.67M	Buy	38,171 +3,901	+11%	+$477K	0.1%	125
2020 Q2	$4.1M	Buy	34,270 +11,423	+50%	+$1.37M	0.1%	128
2020 Q1	$2.86M	Buy	22,847 +7,097	+45%	+$889K	0.08%	136
2019 Q4	$2.55M	Buy	15,750 +715	+5%	+$116K	0.06%	160
2019 Q3	$2.19M	Buy	15,035 +8,900	+145%	+$1.3M	0.05%	160
2019 Q2	$861K	Buy	+6,135	New	+$861K	0.02%	215