CCWM
RCL icon

Cassaday & Co Wealth Management’s Royal Caribbean RCL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$896K Buy
2,860
+32
+1% +$10K 0.02% 141
2025
Q1
$581K Sell
2,828
-100
-3% -$20.5K 0.02% 178
2024
Q4
$676K Buy
2,928
+236
+9% +$54.4K 0.02% 167
2024
Q3
$477K Buy
2,692
+823
+44% +$146K 0.01% 188
2024
Q2
$298K Sell
1,869
-144
-7% -$23K 0.01% 226
2024
Q1
$280K Buy
2,013
+55
+3% +$7.65K 0.01% 236
2023
Q4
$254K Buy
+1,958
New +$254K 0.01% 238