GeoWealth Management’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 | $891K | Buy |
31,687
+10,964
| +53% | +$308K | 0.03% | 282 |
|
|
2025
Q1 | $405K | Buy |
20,723
+16,656
| +410% | +$325K | 0.02% | 472 |
|
|
2024
Q4 | $101K | Buy |
4,067
+192
| +5% | +$4.79K | ﹤0.01% | 962 |
|
|
2024
Q3 | $71.6K | Sell |
3,875
-876
| -18% | -$16.2K | ﹤0.01% | 968 |
|
|
2024
Q2 | $88.9K | Buy |
+4,751
| New | +$88.9K | ﹤0.01% | 783 |
|