Sequoia 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 | – | Sell |
-12,737
| Closed | -$241K | – | 1589 |
|
2025
Q1 | $241K | Buy |
12,737
+1,616
| +15% | +$30.6K | ﹤0.01% | 1166 |
|
2024
Q4 | $286K | Buy |
11,121
+104
| +0.9% | +$2.68K | ﹤0.01% | 1034 |
|
2024
Q3 | $226K | Buy |
11,017
+74
| +0.7% | +$1.52K | ﹤0.01% | 1111 |
|
2024
Q2 | $206K | Buy |
10,943
+107
| +1% | +$2.01K | ﹤0.01% | 1094 |
|
2024
Q1 | $227K | Sell |
10,836
-7,477
| -41% | -$156K | ﹤0.01% | 992 |
|
2023
Q4 | $367K | Buy |
+18,313
| New | +$367K | ﹤0.01% | 844 |
|
2022
Q2 | – | Sell |
-9,340
| Closed | -$204K | – | 654 |
|
2022
Q1 | $204K | Buy |
+9,340
| New | +$204K | 0.01% | 616 |
|