EP Wealth Advisors’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
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|
2025
Q1 | $259K | Buy |
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|
2024
Q4 | $309K | Sell |
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|
2024
Q3 | $436K | Buy |
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|
2024
Q2 | $311K | Buy |
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|
2024
Q1 | $237K | Sell |
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|
2023
Q4 | $281K | Buy |
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|
2023
Q3 | $200K | Sell |
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|
2023
Q2 | $257K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $140K | Sell |
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|
2022
Q1 | $410K | Buy |
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