Brown Advisory’s Carriage Services CSV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $454K | Sell |
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|
2025
Q2 | $631K | Buy |
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|
2025
Q1 | $527K | Hold |
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|
2024
Q4 | $542K | Sell |
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|
2024
Q3 | $479K | Hold |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $395K | Hold |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $458K | Hold |
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|
2022
Q4 | $413K | Hold |
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|
2022
Q3 | $482K | Hold |
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|
2022
Q2 | $595K | Hold |
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|
2022
Q1 | $800K | Sell |
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|
2021
Q4 | $1.45M | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $889K | Buy |
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|
2021
Q1 | $810K | Buy |
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|
2020
Q4 | $685K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $4.64M | Buy |
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|
2017
Q2 | $4.89M | Sell |
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|
2017
Q1 | $5.03M | Buy |
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|
2016
Q4 | $3.37M | Buy |
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