YIA
YHB Investment Advisors’s Carlisle Companies CSL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.33M | Buy |
19,638
+504
| +3% | +$188K | 0.57% | 49 |
|
|
2025
Q1 | $6.52M | Buy |
19,134
+580
| +3% | +$197K | 0.54% | 51 |
|
|
2024
Q4 | $6.84M | Buy |
18,554
+343
| +2% | +$127K | 0.56% | 43 |
|
|
2024
Q3 | $8.19M | Buy |
18,211
+72
| +0.4% | +$32.4K | 0.68% | 38 |
|
|
2024
Q2 | $7.35M | Sell |
18,139
-153
| -0.8% | -$62K | 0.63% | 40 |
|
|
2024
Q1 | $7.17M | Buy |
18,292
+342
| +2% | +$134K | 0.64% | 42 |
|
|
2023
Q4 | $5.61M | Buy |
17,950
+31
| +0.2% | +$9.69K | 0.54% | 48 |
|
|
2023
Q3 | $4.65M | Buy |
17,919
+6
| +0% | +$1.56K | 0.43% | 67 |
|
|
2023
Q2 | $4.6M | Buy |
17,913
+102
| +0.6% | +$26.2K | 0.43% | 63 |
|
|
2023
Q1 | $4.03M | Buy |
17,811
+169
| +1% | +$38.2K | 0.4% | 72 |
|
|
2022
Q4 | $4.15M | Buy |
17,642
+119
| +0.7% | +$28K | 0.44% | 61 |
|
|
2022
Q3 | $4.91M | Sell |
17,523
-247
| -1% | -$69.3K | 0.55% | 53 |
|
|
2022
Q2 | $4.24M | Sell |
17,770
-258
| -1% | -$61.6K | 0.45% | 64 |
|
|
2022
Q1 | $4.43M | Sell |
18,028
-860
| -5% | -$211K | 0.39% | 71 |
|
|
2021
Q4 | $4.69M | Buy |
18,888
+97
| +0.5% | +$24.1K | 0.37% | 72 |
|
|
2021
Q3 | $3.74M | Buy |
18,791
+478
| +3% | +$95K | 0.32% | 85 |
|
|
2021
Q2 | $3.51M | Buy |
18,313
+748
| +4% | +$143K | 0.3% | 90 |
|
|
2021
Q1 | $3.08M | Sell |
17,565
-451
| -3% | -$79K | 0.27% | 96 |
|
|
2020
Q4 | $2.81M | Buy |
18,016
+211
| +1% | +$33K | 0.27% | 93 |
|
|
2020
Q3 | $2.18M | Sell |
17,805
-1,218
| -6% | -$149K | 0.24% | 99 |
|
|
2020
Q2 | $2.28M | Buy |
19,023
+5,398
| +40% | +$646K | 0.33% | 75 |
|
|
2020
Q1 | $1.71M | Buy |
+13,625
| New | +$1.71M | 0.29% | 80 |
|