Everhart Financial Group’s Carnival Corp CCL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $375K | Sell |
13,341
-86
| -0.6% | -$2.42K | 0.04% | 266 |
|
2025
Q1 | $262K | Buy |
13,427
+401
| +3% | +$7.83K | 0.04% | 290 |
|
2024
Q4 | $325K | Buy |
13,026
+1,065
| +9% | +$26.5K | 0.07% | 248 |
|
2024
Q3 | $221K | Buy |
11,961
+675
| +6% | +$12.5K | 0.05% | 301 |
|
2024
Q2 | $211K | Buy |
+11,286
| New | +$211K | 0.05% | 280 |
|
2022
Q4 | – | Sell |
-15,319
| Closed | -$108K | – | 193 |
|
2022
Q3 | $108K | Buy |
15,319
+5,262
| +52% | +$37.1K | 0.06% | 197 |
|
2022
Q2 | $87K | Buy |
+10,057
| New | +$87K | 0.05% | 185 |
|