Carson Wealth (CWM LLC)’s Norwegian Cruise Line NCLH Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$540K Buy
26,651
+4,001
+18% +$81.1K ﹤0.01% 1555
2025
Q1
$429K Buy
22,650
+865
+4% +$16.4K ﹤0.01% 1515
2024
Q4
$561K Buy
21,785
+6,834
+46% +$176K ﹤0.01% 1334
2024
Q3
$307K Sell
14,951
-1,336
-8% -$27.4K ﹤0.01% 1529
2024
Q2
$306K Sell
16,287
-285
-2% -$5.36K ﹤0.01% 1384
2024
Q1
$347K Sell
16,572
-669
-4% -$14K ﹤0.01% 1270
2023
Q4
$346K Buy
17,241
+16
+0.1% +$321 ﹤0.01% 1202
2023
Q3
$284K Sell
17,225
-416
-2% -$6.86K ﹤0.01% 1175
2023
Q2
$384K Sell
17,641
-957
-5% -$20.8K ﹤0.01% 1026
2023
Q1
$250K Buy
18,598
+871
+5% +$11.7K ﹤0.01% 1112
2022
Q4
$217K Buy
17,727
+3,028
+21% +$37.1K ﹤0.01% 1071
2022
Q3
$167K Buy
14,699
+5,525
+60% +$62.8K ﹤0.01% 1122
2022
Q2
$102K Buy
9,174
+1,314
+17% +$14.6K ﹤0.01% 1306
2022
Q1
$172K Buy
7,860
+2,210
+39% +$48.4K ﹤0.01% 1099
2021
Q4
$117K Buy
+5,650
New +$117K ﹤0.01% 1237
2021
Q2
$119K Hold
4,053
﹤0.01% 1073
2021
Q1
$119K Hold
4,053
﹤0.01% 1073
2020
Q4
$119K Hold
4,053
﹤0.01% 1073
2020
Q3
$119K Hold
4,053
﹤0.01% 1073
2020
Q2
$119K Hold
4,053
﹤0.01% 1073
2020
Q1
$119K Hold
4,053
﹤0.01% 1073
2019
Q4
$119K Hold
4,053
﹤0.01% 1073
2019
Q3
$119K Hold
4,053
﹤0.01% 1073
2019
Q2
$119K Hold
4,053
﹤0.01% 1073
2019
Q1
$119K Buy
4,053
+3,815
+1,603% +$112K ﹤0.01% 1073
2018
Q4
$10K Buy
238
+38
+19% +$1.6K ﹤0.01% 1326
2018
Q3
$11K Hold
200
﹤0.01% 1128
2018
Q2
$9K Sell
200
-61
-23% -$2.75K ﹤0.01% 1031
2018
Q1
$14K Buy
261
+61
+31% +$3.27K ﹤0.01% 784
2017
Q4
$11K Sell
200
-285
-59% -$15.7K ﹤0.01% 856
2017
Q3
$26K Buy
485
+285
+143% +$15.3K ﹤0.01% 660
2017
Q2
$11K Buy
+200
New +$11K ﹤0.01% 761