Forum Financial Management’s Carnival Corporation Ltd CCL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-22,679	Closed	-$693K	–	445
2025 Q4	$693K	Buy	22,679 +20	+0.1%	+$558	0.01%	349
2025 Q3	$655K	Sell	22,659 -68	-0.3%	-$2.05K	0.01%	356
2025 Q2	$639K	Buy	22,727 +189	+0.8%	+$4.04K	0.01%	326
2025 Q1	$440K	Sell	22,538 -73	-0.3%	-$1.74K	0.01%	424
2024 Q4	$563K	Buy	22,611 +2,551	+13%	+$59.7K	0.01%	332
2024 Q3	$371K	Buy	20,060 +445	+2%	+$7.54K	0.01%	429
2024 Q2	$367K	Buy	19,615 +231	+1%	+$3.57K	0.01%	410
2024 Q1	$317K	Buy	19,384 +30	+0.2%	+$488	0.01%	478
2023 Q4	$359K	Hold	19,354	–	–	0.01%	386
2023 Q3	$266K	Sell	19,354 -100	-0.5%	-$1.66K	0.01%	464
2023 Q2	$366K	Buy	19,454 +70	+0.4%	+$819	0.01%	378
2023 Q1	$197K	Buy	19,384 +7,968	+70%	+$82.5K	0.01%	579
2022 Q4	$92K	Buy	+11,416	New	+$98.4K	﹤0.01%	576
2022 Q2	–	Sell	-13,810	Closed	-$279K	–	592
2022 Q1	$279K	Buy	13,810 +1,800	+15%	+$36.4K	0.01%	422
2021 Q4	$242K	Buy	+12,010	New	+$257K	0.01%	521