Mowery & Schoenfeld Wealth 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 | $4.56K | Hold |
162
| – | – | 0.01% | 277 |
|
|
2025
Q1 | $3.16K | Sell |
162
-23
| -12% | -$449 | 0.01% | 360 |
|
|
2024
Q4 | $4.61K | Sell |
185
-1,029
| -85% | -$25.6K | 0.01% | 314 |
|
|
2024
Q3 | $22.4K | Hold |
1,214
| – | – | 0.04% | 147 |
|
|
2024
Q2 | $22.7K | Hold |
1,214
| – | – | 0.03% | 137 |
|
|
2024
Q1 | $19.8K | Hold |
1,214
| – | – | 0.04% | 104 |
|
|
2023
Q4 | $22.5K | Buy |
+1,214
| New | +$22.5K | 0.05% | 97 |
|