WMA
West Michigan Advisors’s Carlisle Companies CSL Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $335K | Buy |
898
+153
| +21% | +$57.1K | 0.09% | 155 |
|
2025
Q1 | $254K | Buy |
745
+11
| +1% | +$3.75K | 0.08% | 170 |
|
2024
Q4 | $271K | Hold |
734
| – | – | 0.08% | 178 |
|
2024
Q3 | $330K | Buy |
734
+60
| +9% | +$27K | 0.1% | 137 |
|
2024
Q2 | $273K | Buy |
674
+14
| +2% | +$5.67K | 0.09% | 149 |
|
2024
Q1 | $259K | Hold |
660
| – | – | 0.08% | 153 |
|
2023
Q4 | $206K | Buy |
+660
| New | +$206K | 0.08% | 148 |
|