Whittier Trust’s Carriage Services CSV Stock Holding History

Whittier Trust’s Portfolio CSV Stock Details CSV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$27.4K	Hold	600	–	–	﹤0.01%	1059
2025 Q1	$23.3K	Hold	600	–	–	﹤0.01%	1074
2024 Q4	$23.9K	Hold	600	–	–	﹤0.01%	1068
2024 Q3	$19.7K	Hold	600	–	–	﹤0.01%	1109
2024 Q2	$16.1K	Hold	600	–	–	﹤0.01%	1148
2024 Q1	$16.2K	Hold	600	–	–	﹤0.01%	1180
2023 Q4	$15K	Hold	600	–	–	﹤0.01%	1162
2023 Q3	$17K	Hold	600	–	–	﹤0.01%	1150
2023 Q2	$19.5K	Hold	600	–	–	﹤0.01%	1135
2023 Q1	$18.3K	Hold	600	–	–	﹤0.01%	1173
2022 Q4	$16.5K	Hold	600	–	–	﹤0.01%	1191
2022 Q3	$19K	Hold	600	–	–	﹤0.01%	1188
2022 Q2	$24K	Hold	600	–	–	﹤0.01%	1118
2022 Q1	$32K	Hold	600	–	–	﹤0.01%	1081
2021 Q4	$39K	Hold	600	–	–	﹤0.01%	1032
2021 Q3	$27K	Hold	600	–	–	﹤0.01%	1061
2021 Q2	$22K	Hold	600	–	–	﹤0.01%	1122
2021 Q1	$21K	Sell	600 -600	-50%	-$21K	﹤0.01%	1115
2020 Q4	$38K	Buy	1,200 +600	+100%	+$19K	﹤0.01%	909
2020 Q3	$13K	Hold	600	–	–	﹤0.01%	1081
2020 Q2	$11K	Hold	600	–	–	﹤0.01%	1048
2020 Q1	$10K	Hold	600	–	–	﹤0.01%	1102
2019 Q4	$15K	Hold	600	–	–	﹤0.01%	1075
2019 Q3	$12K	Hold	600	–	–	﹤0.01%	1103
2019 Q2	$11K	Hold	600	–	–	﹤0.01%	1054
2019 Q1	$12K	Hold	600	–	–	﹤0.01%	1032
2018 Q4	$9K	Hold	600	–	–	﹤0.01%	1103
2018 Q3	$13K	Hold	600	–	–	﹤0.01%	1015
2018 Q2	$15K	Hold	600	–	–	﹤0.01%	970
2018 Q1	$17K	Hold	600	–	–	﹤0.01%	965
2017 Q4	$15K	Hold	600	–	–	﹤0.01%	973
2017 Q3	$15K	Hold	600	–	–	﹤0.01%	954
2017 Q2	$16K	Hold	600	–	–	﹤0.01%	918
2017 Q1	$16K	Hold	600	–	–	﹤0.01%	928
2016 Q4	$17K	Hold	600	–	–	﹤0.01%	902
2016 Q3	$14K	Hold	600	–	–	﹤0.01%	928
2016 Q2	$14K	Hold	600	–	–	﹤0.01%	934
2016 Q1	$13K	Hold	600	–	–	﹤0.01%	934
2015 Q4	$14K	Hold	600	–	–	﹤0.01%	915
2015 Q3	$13K	Hold	600	–	–	﹤0.01%	912
2015 Q2	$14K	Buy	+600	New	+$14K	﹤0.01%	964