FWA
FSM Wealth Advisors’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Buy |
1,650
+142
| +9% | +$46.7K | 0.09% | 145 |
|
|
2025
Q1 | $310K | Buy |
1,508
+91
| +6% | +$18.7K | 0.07% | 151 |
|
|
2024
Q4 | $331K | Sell |
1,417
-219
| -13% | -$51.1K | 0.08% | 130 |
|
|
2024
Q3 | $290K | Buy |
1,636
+51
| +3% | +$9.05K | 0.08% | 135 |
|
|
2024
Q2 | $253K | Sell |
1,585
-5
| -0.3% | -$797 | 0.08% | 129 |
|
|
2024
Q1 | $221K | Buy |
1,590
+18
| +1% | +$2.5K | 0.08% | 148 |
|
|
2023
Q4 | $204K | Buy |
+1,572
| New | +$204K | 0.09% | 150 |
|