Whalen 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 | $216K | Buy |
+7,689
| New | +$216K | 0.14% | 189 |
|
|
2025
Q1 | – | Sell |
-22,216
| Closed | -$554K | – | 126 |
|
|
2024
Q4 | $554K | Sell |
22,216
-947
| -4% | -$23.6K | 0.38% | 53 |
|
|
2024
Q3 | $428K | Buy |
23,163
+11,143
| +93% | +$206K | 0.3% | 77 |
|
|
2024
Q2 | $225K | Buy |
12,020
+820
| +7% | +$15.4K | 0.18% | 97 |
|
|
2024
Q1 | $183K | Buy |
+11,200
| New | +$183K | 0.14% | 112 |
|