Avantax Planning Partners’s Carnival Corporation Ltd CCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-28,908	Closed	-$720K	–	436
2024 Q4	$720K	Sell	28,908 -780	-3%	-$18.3K	0.03%	206
2024 Q3	$549K	Hold	29,688	–	–	0.02%	241
2024 Q2	$556K	Sell	29,688 -195	-0.7%	-$3.02K	0.02%	271
2024 Q1	$488K	Hold	29,883	–	–	0.02%	296
2023 Q4	$554K	Buy	29,883 +73	+0.2%	+$1.06K	0.02%	226
2023 Q3	$409K	Hold	29,810	–	–	0.02%	249
2023 Q2	$561K	Sell	29,810 -1,179	-4%	-$13.8K	0.02%	221
2023 Q1	$315K	Hold	30,989	–	–	0.01%	284
2022 Q4	$250K	Sell	30,989 -821	-3%	-$7.08K	0.01%	320
2022 Q3	$224K	Buy	31,810 +19,587	+160%	+$190K	0.01%	310
2022 Q2	$106K	Buy	12,223 +2,017	+20%	+$29.6K	﹤0.01%	330
2022 Q1	$206K	Sell	10,206 -1	-0%	-$20	0.01%	339
2021 Q4	$205K	Sell	10,207 -1,229	-11%	-$26.3K	0.01%	334
2021 Q3	$286K	Buy	+11,436	New	+$266K	0.01%	261
2018 Q4	–	Sell	-1,346	Closed	-$86K	–	425
2018 Q3	$86K	Buy	+1,346	New	+$81.7K	0.01%	379
2018 Q2	–	Sell	-893	Closed	-$59K	–	432
2018 Q1	$59K	Buy	+893	New	+$60.7K	0.01%	499