Beacon Investment Advisors’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.62M | Buy |
11,702
+17
| +0.1% | +$5.26K | 1.56% | 15 |
|
|
2025
Q1 | $2.4M | Buy |
11,685
+10
| +0.1% | +$2.05K | 1.13% | 24 |
|
|
2024
Q4 | $2.69M | Buy |
11,675
+8
| +0.1% | +$1.85K | 1.27% | 23 |
|
|
2024
Q3 | $2.07M | Hold |
11,667
| – | – | 0.98% | 27 |
|
|
2024
Q2 | $1.86M | Sell |
11,667
-100
| -0.8% | -$15.9K | 0.95% | 26 |
|
|
2024
Q1 | $1.64M | Sell |
11,767
-277
| -2% | -$38.5K | 0.93% | 34 |
|
|
2023
Q4 | $1.56M | Hold |
12,044
| – | – | 1% | 32 |
|
|
2023
Q3 | $1.11M | Sell |
12,044
-158
| -1% | -$14.6K | 0.79% | 42 |
|
|
2023
Q2 | $1.27M | Sell |
12,202
-15
| -0.1% | -$1.56K | 0.86% | 39 |
|
|
2023
Q1 | $798K | Hold |
12,217
| – | – | 0.58% | 55 |
|
|
2022
Q4 | $604K | Buy |
+12,217
| New | +$604K | 0.5% | 62 |
|