MMM
Mendel Money Management’s Carriage Services CSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
52,359
-4,290
| -8% | -$196K | 1.06% | 33 |
|
|
2025
Q1 | $2.2M | Sell |
56,649
-3,712
| -6% | -$144K | 1.04% | 35 |
|
|
2024
Q4 | $2.41M | Sell |
60,361
-4,087
| -6% | -$163K | 1.07% | 32 |
|
|
2024
Q3 | $2.12M | Buy |
64,448
+1,659
| +3% | +$54.5K | 0.91% | 35 |
|
|
2024
Q2 | $1.69M | Buy |
62,789
+2,755
| +5% | +$73.9K | 0.79% | 40 |
|
|
2024
Q1 | $1.62M | Sell |
60,034
-8,580
| -13% | -$232K | 0.75% | 39 |
|
|
2023
Q4 | $1.72M | Sell |
68,614
-2,008
| -3% | -$50.2K | 0.82% | 39 |
|
|
2023
Q3 | $2M | Buy |
70,622
+1,140
| +2% | +$32.2K | 1.07% | 32 |
|
|
2023
Q2 | $2.26M | Sell |
69,482
-1,575
| -2% | -$51.1K | 1.16% | 30 |
|
|
2023
Q1 | $2.17M | Buy |
71,057
+2,850
| +4% | +$87K | 1.17% | 31 |
|
|
2022
Q4 | $1.88M | Buy |
68,207
+11,409
| +20% | +$314K | 1.07% | 33 |
|
|
2022
Q3 | $1.83M | Sell |
56,798
-1,181
| -2% | -$38K | 1.14% | 33 |
|
|
2022
Q2 | $2.3M | Buy |
57,979
+867
| +2% | +$34.4K | 1.37% | 27 |
|
|
2022
Q1 | $3.05M | Sell |
57,112
-11,509
| -17% | -$614K | 1.49% | 27 |
|
|
2021
Q4 | $4.42M | Sell |
68,621
-4,966
| -7% | -$320K | 2.55% | 20 |
|
|
2021
Q3 | $3.28M | Buy |
73,587
+144
| +0.2% | +$6.42K | 2.05% | 24 |
|
|
2021
Q2 | $2.72M | Sell |
73,443
-3,946
| -5% | -$146K | 1.71% | 25 |
|
|
2021
Q1 | $2.72M | Sell |
77,389
-4,889
| -6% | -$172K | 1.78% | 25 |
|
|
2020
Q4 | $2.58M | Sell |
82,278
-944
| -1% | -$29.6K | 1.8% | 23 |
|
|
2020
Q3 | $1.86M | Buy |
83,222
+29,867
| +56% | +$666K | 1.45% | 25 |
|
|
2020
Q2 | $967K | Buy |
+53,355
| New | +$967K | 0.85% | 30 |
|
|
2019
Q4 | $554K | Sell |
21,650
-6,710
| -24% | -$172K | 0.48% | 35 |
|
|
2019
Q3 | $580K | Sell |
28,360
-31,012
| -52% | -$634K | 0.54% | 33 |
|
|
2019
Q2 | $1.13M | Buy |
+59,372
| New | +$1.13M | 1.08% | 27 |
|
|
2018
Q3 | $2.45M | Buy |
+113,827
| New | +$2.45M | 2.38% | 21 |
|
|
2017
Q4 | $2.92M | Buy |
+113,735
| New | +$2.92M | 2.81% | 19 |
|
|
2015
Q2 | $1.61M | Buy |
67,545
+9,880
| +17% | +$236K | 1.5% | 27 |
|
|
2015
Q1 | $1.38M | Buy |
57,665
+1,620
| +3% | +$38.7K | 1.28% | 30 |
|
|
2014
Q4 | $1.17M | Buy |
56,045
+17,570
| +46% | +$368K | 1.1% | 31 |
|
|
2014
Q3 | $667K | Buy |
+38,475
| New | +$667K | 0.65% | 35 |
|