Wescott Financial Advisory Group’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 | $2.39M | Hold |
6,403
| – | – | 0.23% | 56 |
|
|
2025
Q1 | $2.18M | Buy |
6,403
+3
| +0% | +$1.02K | 0.23% | 54 |
|
|
2024
Q4 | $2.36M | Sell |
6,400
-1
| -0% | -$369 | 0.24% | 53 |
|
|
2024
Q3 | $2.88M | Hold |
6,401
| – | – | 0.31% | 47 |
|
|
2024
Q2 | $2.59M | Buy |
6,401
+3,201
| +100% | +$1.3M | 0.3% | 48 |
|
|
2024
Q1 | $1.25M | Buy |
+3,200
| New | +$1.25M | 0.16% | 68 |
|