United Capital 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 | $299K | Buy |
14,766
+332
| +2% | +$6.73K | ﹤0.01% | 917 |
|
|
2025
Q1 | $274K | Buy |
14,434
+506
| +4% | +$9.59K | ﹤0.01% | 912 |
|
|
2024
Q4 | $358K | Buy |
13,928
+498
| +4% | +$12.8K | ﹤0.01% | 823 |
|
|
2024
Q3 | $275K | Buy |
13,430
+385
| +3% | +$7.9K | ﹤0.01% | 906 |
|
|
2024
Q2 | $245K | Buy |
13,045
+979
| +8% | +$18.4K | ﹤0.01% | 914 |
|
|
2024
Q1 | $253K | Sell |
12,066
-247
| -2% | -$5.17K | ﹤0.01% | 927 |
|
|
2023
Q4 | $247K | Buy |
+12,313
| New | +$247K | ﹤0.01% | 934 |
|
|
2021
Q4 | – | Sell |
-9,355
| Closed | -$250K | – | 1227 |
|
|
2021
Q3 | $250K | Buy |
9,355
+409
| +5% | +$10.9K | ﹤0.01% | 1068 |
|
|
2021
Q2 | $263K | Buy |
8,946
+1,025
| +13% | +$30.1K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $219K | Sell |
7,921
-120
| -1% | -$3.32K | ﹤0.01% | 1086 |
|
|
2020
Q4 | $204K | Buy |
+8,041
| New | +$204K | ﹤0.01% | 1116 |
|
|
2019
Q3 | – | Sell |
-11,209
| Closed | -$601K | – | 1400 |
|
|
2019
Q2 | $601K | Sell |
11,209
-505
| -4% | -$27.1K | ﹤0.01% | 972 |
|
|
2019
Q1 | $644K | Sell |
11,714
-1,099
| -9% | -$60.4K | ﹤0.01% | 897 |
|
|
2018
Q4 | $543K | Sell |
12,813
-5,570
| -30% | -$236K | ﹤0.01% | 894 |
|
|
2018
Q3 | $1.05M | Sell |
18,383
-546
| -3% | -$31.1K | 0.01% | 768 |
|
|
2018
Q2 | $894K | Buy |
18,929
+979
| +5% | +$46.2K | 0.01% | 788 |
|
|
2018
Q1 | $951K | Buy |
17,950
+942
| +6% | +$49.9K | 0.01% | 784 |
|
|
2017
Q4 | $906K | Sell |
17,008
-1,127
| -6% | -$60K | 0.01% | 808 |
|
|
2017
Q3 | $980K | Buy |
+18,135
| New | +$980K | 0.01% | 783 |
|