JWM
Jeppson Wealth Management’s Royal Caribbean RCL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1M | Sell |
3,197
-25
| -0.8% | -$7.83K | 0.35% | 73 |
|
|
2025
Q1 | $662K | Sell |
3,222
-96
| -3% | -$19.7K | 0.24% | 97 |
|
|
2024
Q4 | $765K | Sell |
3,318
-58
| -2% | -$13.4K | 0.28% | 87 |
|
|
2024
Q3 | $599K | Hold |
3,376
| – | – | 0.21% | 108 |
|
|
2024
Q2 | $538K | Sell |
3,376
-10
| -0.3% | -$1.59K | 0.21% | 108 |
|
|
2024
Q1 | $471K | Sell |
3,386
-41
| -1% | -$5.7K | 0.18% | 122 |
|
|
2023
Q4 | $444K | Sell |
3,427
-5
| -0.1% | -$647 | 0.18% | 121 |
|
|
2023
Q3 | $316K | Sell |
3,432
-55
| -2% | -$5.07K | 0.14% | 140 |
|
|
2023
Q2 | $362K | Sell |
3,487
-12
| -0.3% | -$1.25K | 0.16% | 129 |
|
|
2023
Q1 | $228K | Buy |
+3,499
| New | +$228K | 0.1% | 176 |
|
|
2020
Q4 | – | Sell |
-405
| Closed | -$26K | – | 363 |
|
|
2020
Q3 | $26K | Buy |
+405
| New | +$26K | 0.02% | 309 |
|