Caldwell Trust’s Royal Caribbean RCL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$402K Sell
2025
Q2
$569K Buy
2025
Q1
$314K Buy
2024
Q4
$308K Buy
2024
Q3
$76.6K Buy
2024
Q2
$47.8K Hold
2024
Q1
$41.7K Hold
2023
Q4
$38.8K Hold
2023
Q3
$27.6K Hold
2023
Q2
$31.1K Buy
2020
Q1
Sell
2019
Q4
$14.6K Buy