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Congress Wealth Management’s Carnival Corp CCL Stock Holding History

Congress Wealth Management’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$972K Buy
34,574
+3,796
+12% +$107K 0.01% 715
2025
Q1 		$602K Buy
30,778
+19,451
+172% +$380K 0.01% 760
2024
Q4 		$282K Sell
11,327
-37,359
-77% -$931K ﹤0.01% 777
2024
Q3 		$900K Buy
+48,686
New +$900K 0.01% 532