Carlisle Companies shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Carlisle Companies (CSL) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Carlisle Companies
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Quarterly reported holdings in Carlisle Companies by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $211k | 571 | 368.84 |
| 2024-09-30 | $257k | 571 | 449.75 |
| 2024-06-30 | $231k | 571 | 405.21 |
| 2024-03-31 | $224k | 571 | 391.85 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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