Plante Moran Financial Advisors’s Norwegian Cruise Line NCLH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Buy |
2,292
+100
| +5% | +$2.03K | ﹤0.01% | 347 |
|
|
2025
Q1 | $41.6K | Hold |
2,192
| – | – | ﹤0.01% | 369 |
|
|
2024
Q4 | $56.4K | Hold |
2,192
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $45K | Sell |
2,192
-100
| -4% | -$2.05K | ﹤0.01% | 408 |
|
|
2024
Q2 | $43.1K | Buy |
2,292
+100
| +5% | +$1.88K | ﹤0.01% | 365 |
|
|
2024
Q1 | $45.9K | Sell |
2,192
-3,025
| -58% | -$63.3K | ﹤0.01% | 360 |
|
|
2023
Q4 | $105K | Buy |
5,217
+3,025
| +138% | +$60.6K | 0.01% | 243 |
|
|
2023
Q3 | $36.1K | Hold |
2,192
| – | – | ﹤0.01% | 337 |
|
|
2023
Q2 | $47.7K | Hold |
2,192
| – | – | 0.01% | 308 |
|
|
2023
Q1 | $29.5K | Sell |
2,192
-7
| -0.3% | -$94 | ﹤0.01% | 377 |
|
|
2022
Q4 | $26.9K | Buy |
2,199
+1,669
| +315% | +$20.4K | ﹤0.01% | 406 |
|
|
2022
Q3 | $6K | Sell |
530
-1,662
| -76% | -$18.8K | ﹤0.01% | 664 |
|
|
2022
Q2 | $24K | Hold |
2,192
| – | – | ﹤0.01% | 430 |
|
|
2022
Q1 | $48K | Buy |
2,192
+100
| +5% | +$2.19K | 0.01% | 340 |
|
|
2021
Q4 | $43K | Sell |
2,092
-746
| -26% | -$15.3K | 0.01% | 392 |
|
|
2021
Q3 | $76K | Hold |
2,838
| – | – | 0.02% | 306 |
|
|
2021
Q2 | $83K | Hold |
2,838
| – | – | 0.02% | 277 |
|
|
2021
Q1 | $78K | Buy |
2,838
+2,509
| +763% | +$69K | 0.02% | 285 |
|
|
2020
Q4 | $8K | Hold |
329
| – | – | ﹤0.01% | 656 |
|
|
2020
Q3 | $6K | Buy |
+329
| New | +$6K | ﹤0.01% | 667 |
|
|
2019
Q2 | – | Sell |
-59
| Closed | -$3K | – | 824 |
|
|
2019
Q1 | $3K | Hold |
59
| – | – | ﹤0.01% | 685 |
|
|
2018
Q4 | $3K | Hold |
59
| – | – | ﹤0.01% | 664 |
|
|
2018
Q3 | $3K | Hold |
59
| – | – | ﹤0.01% | 650 |
|
|
2018
Q2 | $3K | Hold |
59
| – | – | ﹤0.01% | 680 |
|
|
2018
Q1 | $3K | Buy |
+59
| New | +$3K | ﹤0.01% | 790 |
|
|
2017
Q2 | – | Sell |
-60
| Closed | -$3K | – | 881 |
|
|
2017
Q1 | $3K | Sell |
60
-121
| -67% | -$6.05K | ﹤0.01% | 764 |
|
|
2016
Q4 | $8K | Buy |
181
+81
| +81% | +$3.58K | 0.01% | 628 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 743 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 680 |
|
|
2016
Q1 | $6K | Buy |
+100
| New | +$6K | ﹤0.01% | 555 |
|