Heritage Wealth Advisors’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 | $1.86K | Hold |
66
| – | – | ﹤0.01% | 517 |
|
|
2025
Q1 | $1.29K | Hold |
66
| – | – | ﹤0.01% | 524 |
|
|
2024
Q4 | $1.65K | Buy |
+66
| New | +$1.65K | ﹤0.01% | 565 |
|
|
2024
Q1 | – | Sell |
-100
| Closed | -$1.85K | – | 555 |
|
|
2023
Q4 | $1.85K | Hold |
100
| – | – | ﹤0.01% | 505 |
|
|
2023
Q3 | $1.37K | Hold |
100
| – | – | ﹤0.01% | 471 |
|
|
2023
Q2 | $1.88K | Hold |
100
| – | – | ﹤0.01% | 504 |
|
|
2023
Q1 | $1.02K | Hold |
100
| – | – | ﹤0.01% | 531 |
|
|
2022
Q4 | $806 | Hold |
100
| – | – | ﹤0.01% | 527 |
|
|
2022
Q3 | $703 | Hold |
100
| – | – | ﹤0.01% | 502 |
|
|
2022
Q2 | $1K | Hold |
100
| – | – | ﹤0.01% | 533 |
|
|
2022
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $2K | Hold |
100
| – | – | ﹤0.01% | 511 |
|
|
2021
Q3 | $2.5K | Hold |
100
| – | – | ﹤0.01% | 500 |
|
|
2021
Q2 | $2.64K | Buy |
+100
| New | +$2.64K | ﹤0.01% | 502 |
|
|
2020
Q1 | – | Sell |
-1,337
| Closed | -$68K | – | 465 |
|
|
2019
Q4 | $68K | Buy |
1,337
+978
| +272% | +$49.7K | 0.01% | 276 |
|
|
2019
Q3 | $15K | Hold |
359
| – | – | ﹤0.01% | 364 |
|
|
2019
Q2 | $16.7K | Sell |
359
-84
| -19% | -$3.91K | ﹤0.01% | 354 |
|
|
2019
Q1 | $22.5K | Buy |
443
+398
| +884% | +$20.2K | ﹤0.01% | 299 |
|
|
2018
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 356 |
|
|
2018
Q3 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 350 |
|