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CBIZ Investment Advisory Services’s Carnival Corporation Ltd CCL Stock Holding History

CBIZ Investment Advisory Services’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.18K Sell
200
-546
-73% -$15.9K ﹤0.01% 222
2025
Q4 		$22.8K Hold
746
– – ﹤0.01% 254
2025
Q3 		$21.6K Hold
746
– – ﹤0.01% 244
2025
Q2 		$21K Sell
746
-39
-5% -$835 ﹤0.01% 261
2025
Q1 		$15.3K Buy
785
+21
+3% +$499 ﹤0.01% 266
2024
Q4 		$19K Buy
764
+79
+12% +$1.85K ﹤0.01% 221
2024
Q3 		$12.7K Hold
685
– – ﹤0.01% 252
2024
Q2 		$12.8K Buy
685
+485
+243% +$7.5K ﹤0.01% 237
2024
Q1 		$3.27K Buy
+200
New +$3.25K ﹤0.01% 291
2021
Q4 		– Hold
0
– -$3K – 39
2021
Q3 		– Hold
0
– – – 93
2021
Q2 		– Hold
0
– – – 91
2021
Q1 		– Hold
0
– – – 83
2020
Q4 		– Hold
0
– – – 105

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return