Lyell Wealth Management’s Royal Caribbean RCL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $595K | Hold |
1,900
| – | – | 0.05% | 143 |
|
|
2025
Q1 | $390K | Hold |
1,900
| – | – | 0.04% | 155 |
|
|
2024
Q4 | $438K | Sell |
1,900
-167
| -8% | -$38.5K | 0.04% | 147 |
|
|
2024
Q3 | $367K | Hold |
2,067
| – | – | 0.03% | 166 |
|
|
2024
Q2 | $330K | Buy |
2,067
+167
| +9% | +$26.6K | 0.03% | 162 |
|
|
2024
Q1 | $264K | Hold |
1,900
| – | – | 0.03% | 174 |
|
|
2023
Q4 | $246K | Buy |
+1,900
| New | +$246K | 0.03% | 174 |
|