Wells Fargo’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 | $446K | Sell |
|
|||||
|
2025
Q2 | $620K | Buy |
|
|||||
|
2025
Q1 | $493K | Buy |
|
|||||
|
2024
Q4 | $322K | Buy |
|
|||||
|
2024
Q3 | $165K | Buy |
|
|||||
|
2024
Q2 | $128K | Buy |
|
|||||
|
2024
Q1 | $109K | Buy |
|
|||||
|
2023
Q4 | $95.8K | Buy |
|
|||||
|
2023
Q3 | $85.2K | Sell |
|
|||||
|
2023
Q2 | $186K | Buy |
|
|||||
|
2023
Q1 | $91.4K | Buy |
|
|||||
|
2022
Q4 | $12.1K | Sell |
|
|||||
|
2022
Q3 | $49K | Sell |
|
|||||
|
2022
Q2 | $1.48M | Sell |
|
|||||
|
2022
Q1 | $4.4M | Buy |
|
|||||
|
2021
Q4 | $4.89M | Sell |
|
|||||
|
2021
Q3 | $4.73M | Buy |
|
|||||
|
2021
Q2 | $3.28M | Buy |
|
|||||
|
2021
Q1 | $2.94M | Buy |
|
|||||
|
2020
Q4 | $1.83M | Buy |
|
|||||
|
2020
Q3 | $860K | Sell |
|
|||||
|
2020
Q2 | $776K | Buy |
|
|||||
|
2020
Q1 | $497K | Buy |
|
|||||
|
2019
Q4 | $774K | Sell |
|
|||||
|
2019
Q3 | $659K | Buy |
|
|||||
|
2019
Q2 | $553K | Sell |
|
|||||
|
2019
Q1 | $805K | Sell |
|
|||||
|
2018
Q4 | $671K | Buy |
|
|||||
|
2018
Q3 | $518K | Sell |
|
|||||
|
2018
Q2 | $617K | Sell |
|
|||||
|
2018
Q1 | $2.16M | Buy |
|
|||||
|
2017
Q4 | $1.76M | Sell |
|
|||||
|
2017
Q3 | $1.86M | Sell |
|
|||||
|
2017
Q2 | $2.32M | Sell |
|
|||||
|
2017
Q1 | $2.88M | Buy |
|
|||||
|
2016
Q4 | $2.84M | Buy |
|
|||||
|
2016
Q3 | $1.78M | Buy |
|
|||||
|
2016
Q2 | $1.71M | Buy |
|
|||||
|
2016
Q1 | $1.51M | Sell |
|
|||||
|
2015
Q4 | $2.59M | Sell |
|
|||||
|
2015
Q3 | $2.34M | Buy |
|
|||||
|
2015
Q2 | $2.25M | Buy |
|
|||||
|
2015
Q1 | $2.24M | Sell |
|
|||||
|
2014
Q4 | $2M | Sell |
|
|||||
|
2014
Q3 | $1.7M | Sell |
|
|||||
|
2014
Q2 | $1.72M | Buy |
|
|||||
|
2014
Q1 | $1.58M | Buy |
|
|||||
|
2013
Q4 | $1.52M | Sell |
|
|||||
|
2013
Q3 | $1.62M | Sell |
|
|||||
|
2013
Q2 | $1.58M | Buy |
|