Fidelity Investments’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 | $105M | Buy |
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|
2025
Q2 | $108M | Buy |
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|
2025
Q1 | $85.7M | Buy |
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|
2024
Q4 | $16.7M | Buy |
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|
2024
Q3 | $28K | Buy |
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|
2024
Q2 | $15.6K | Buy |
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|
2024
Q1 | $11.1K | Buy |
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|
2023
Q4 | $5.09K | Sell |
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|
2023
Q3 | $28.5K | Buy |
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|
2023
Q2 | $32.5K | Sell |
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|
2023
Q1 | $36K | Buy |
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|
2022
Q4 | $16.4K | Buy |
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|
2022
Q3 | $5K | Sell |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $12K | Sell |
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|
2021
Q4 | $8M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2.82M | Sell |
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|
2019
Q4 | $23.8M | Sell |
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|
2019
Q3 | $33.7M | Sell |
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|
2019
Q2 | $43.2M | Sell |
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|
2019
Q1 | $44.6M | Sell |
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|
2018
Q4 | $36.6M | Sell |
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|
2018
Q3 | $51.9M | Buy |
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|
2018
Q2 | $58.6M | Buy |
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|
2018
Q1 | $60.9M | Buy |
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|
2017
Q4 | $54M | Sell |
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|
2017
Q3 | $55.9M | Buy |
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|
2017
Q2 | $58.8M | Buy |
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|
2017
Q1 | $59M | Buy |
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|
2016
Q4 | $62.1M | Sell |
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|
2016
Q3 | $51.4M | Sell |
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|
2016
Q2 | $56.6M | Sell |
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|
2016
Q1 | $51.7M | Sell |
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|
2015
Q4 | $58.1M | Sell |
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|
2015
Q3 | $52M | Buy |
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|
2015
Q2 | $55.8M | Buy |
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|
2015
Q1 | $55.6M | Buy |
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|
2014
Q4 | $40.5M | Buy |
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|
2014
Q3 | $33.5M | Buy |
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|
2014
Q2 | $33.1M | Buy |
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|
2014
Q1 | $31M | Buy |
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|
2013
Q4 | $33.1M | Sell |
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|
2013
Q3 | $33.3M | Sell |
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|
2013
Q2 | $31M | Buy |
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