Mendel Money Management’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
Q2 | $2.39M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.69M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.72M | Sell |
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|
2023
Q3 | $2M | Buy |
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|
2023
Q2 | $2.26M | Sell |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $1.88M | Buy |
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|
2022
Q3 | $1.83M | Sell |
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|
2022
Q2 | $2.3M | Buy |
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|
2022
Q1 | $3.05M | Sell |
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|
2021
Q4 | $4.42M | Sell |
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|
2021
Q3 | $3.28M | Buy |
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|
2021
Q2 | $2.71M | Sell |
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|
2021
Q1 | $2.72M | Sell |
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|
2020
Q4 | $2.58M | Sell |
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|
2020
Q3 | $1.86M | Buy |
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|
2020
Q2 | $967K | Buy |
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|
2019
Q4 | $554K | Sell |
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|
2019
Q3 | $580K | Sell |
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|
2019
Q2 | $1.13M | Buy |
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|
2018
Q3 | $2.45M | Buy |
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|
2017
Q4 | $2.92M | Buy |
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|
2015
Q2 | $1.61M | Buy |
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|
2015
Q1 | $1.38M | Buy |
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|
2014
Q4 | $1.17M | Buy |
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|
2014
Q3 | $667K | Buy |
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