EP Wealth Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $864K | Buy |
2,759
+685
| +33% | +$214K | 0.01% | 600 |
|
|
2025
Q1 | $426K | Buy |
2,074
+91
| +5% | +$18.7K | ﹤0.01% | 763 |
|
|
2024
Q4 | $458K | Buy |
1,983
+343
| +21% | +$79.1K | ﹤0.01% | 723 |
|
|
2024
Q3 | $291K | Buy |
1,640
+8
| +0.5% | +$1.42K | ﹤0.01% | 875 |
|
|
2024
Q2 | $260K | Buy |
+1,632
| New | +$260K | ﹤0.01% | 692 |
|