Carlisle Companies shares owned by TrueWealth Advisors
Quarter-by-quarter ownership of Carlisle Companies (CSL) shares owned by TrueWealth Advisors
from 13F filings
Historical chart of TrueWealth Advisors investment in Carlisle Companies
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Quarterly reported holdings in Carlisle Companies by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $263k | 800 | 328.96 |
| 2025-06-30 | $299k | 800 | 373.40 |
| 2025-03-31 | $272k | 800 | 340.50 |
| 2024-12-31 | $295k | 800 | 368.84 |
| 2024-09-30 | $360k | 800 | 449.75 |
| 2024-06-30 | $324k | 800 | 405.21 |
| 2024-03-31 | $314k | 800 | 391.85 |
| 2023-12-31 | $250k | 800 | 312.43 |
| 2023-09-30 | $207k | 800 | 259.26 |
| 2023-06-30 | $205k | 800 | 256.53 |
| 2022-09-30 | $224k | 800 | 280.00 |
| 2022-03-31 | $213k | 800 | 266.25 |