Penn Mutual Asset 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
Q4
Sell
2025
Q3
$823K Sell
2025
Q2
$1.3M Buy
2025
Q1
$953K Buy
2024
Q4
$857K Buy
2024
Q3
$433K Buy