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Golden State Wealth Management’s Carnival Corporation Ltd CCL Stock Holding History

Golden State Wealth Management’s Portfolio CCL Stock Details CCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$155K Buy
5,995
+1,499
+33% +$43.7K 0.02% 416
2025
Q4 		$137K Hold
4,496
– – 0.01% 451
2025
Q3 		$130K Buy
4,496
+100
+2% +$3.02K 0.01% 447
2025
Q2 		$124K Buy
4,396
+1,247
+40% +$26.7K 0.02% 441
2025
Q1 		$61.5K Sell
3,149
-628
-17% -$14.9K 0.01% 551
2024
Q4 		$94.1K Buy
+3,777
New +$88.4K 0.01% 441
2021
Q4 		– Sell
-200
Closed -$5K – 364
2021
Q3 		$5K Buy
+200
New +$4.65K ﹤0.01% 303
2021
Q2 		– Hold
0
– – – 309
2020
Q4 		– Sell
-2,383
Closed -$36K – 253
2020
Q3 		$36K Buy
+2,383
New +$36.8K 0.01% 351
2020
Q2 		– Sell
-2,555
Closed -$34K – 294
2020
Q1 		$34K Buy
+2,555
New +$90.9K 0.02% 417
2019
Q4 		– Sell
-1,703
Closed -$74K – 179
2019
Q3 		$74K Sell
1,703
-205
-11% -$9.46K 0.02% 358
2019
Q2 		$88K Buy
1,908
+205
+12% +$10.7K 0.03% 348
2019
Q1 		$86K Buy
+1,703
New +$94.4K 0.03% 343

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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return