Montag & Associates’s Carnival Corp CCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.07K Sell
2025
Q2
$86K Hold
2025
Q1
$59.8K Hold
2024
Q4
$76.3K Hold
2024
Q3
$56.5K Hold
2024
Q2
$57.3K Buy
2023
Q4
Sell
2023
Q3
$8.23K Hold
2023
Q2
$11.3K Hold
2023
Q1
$6.09K Hold
2022
Q4
$4.84K Hold
2022
Q3
$4K Hold
2022
Q2
$5K Hold
2022
Q1
$12K Hold
2021
Q4
$12K Hold
2021
Q3
$15K Hold
2021
Q2
$16K Hold
2021
Q1
$16K Hold
2020
Q4
$13K Buy