XWM
Xcel Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.6M | Sell |
51,711
-919
| -2% | -$189K | 3.02% | 8 |
|
|
2025
Q1 | $11.7M | Sell |
52,630
-650
| -1% | -$144K | 3.64% | 5 |
|
|
2024
Q4 | $13.3M | Sell |
53,280
-804
| -1% | -$201K | 3.7% | 5 |
|
|
2024
Q3 | $12.6M | Buy |
54,084
+381
| +0.7% | +$88.8K | 3.69% | 5 |
|
|
2024
Q2 | $11.3M | Sell |
53,703
-23
| -0% | -$4.84K | 3.54% | 5 |
|
|
2024
Q1 | $9.21M | Sell |
53,726
-326
| -0.6% | -$55.9K | 2.88% | 7 |
|
|
2023
Q4 | $10.4M | Sell |
54,052
-53
| -0.1% | -$10.2K | 3.65% | 7 |
|
|
2023
Q3 | $9.26M | Sell |
54,105
-12,238
| -18% | -$2.1M | 3.66% | 6 |
|
|
2023
Q2 | $12.9M | Sell |
66,343
-528
| -0.8% | -$102K | 4.07% | 4 |
|
|
2023
Q1 | $11M | Buy |
66,871
+857
| +1% | +$141K | 3.88% | 6 |
|
|
2022
Q4 | $8.58M | Buy |
66,014
+1,721
| +3% | +$224K | 3.38% | 9 |
|
|
2022
Q3 | $8.89M | Buy |
64,293
+1,151
| +2% | +$159K | 3.31% | 6 |
|
|
2022
Q2 | $8.63M | Sell |
63,142
-5,279
| -8% | -$722K | 3.15% | 6 |
|
|
2022
Q1 | $11.9M | Sell |
68,421
-6,120
| -8% | -$1.07M | 3.28% | 4 |
|
|
2021
Q4 | $13.2M | Sell |
74,541
-113
| -0.2% | -$20.1K | 3.4% | 4 |
|
|
2021
Q3 | $10.6M | Sell |
74,654
-2,086
| -3% | -$295K | 3.06% | 6 |
|
|
2021
Q2 | $10.5M | Buy |
76,740
+2,315
| +3% | +$317K | 3.17% | 4 |
|
|
2021
Q1 | $9.09M | Buy |
74,425
+7,866
| +12% | +$961K | 3.24% | 6 |
|
|
2020
Q4 | $8.83M | Buy |
66,559
+2,701
| +4% | +$358K | 3.81% | 3 |
|
|
2020
Q3 | $7.4M | Buy |
63,858
+45,684
| +251% | +$5.29M | 3.8% | 4 |
|
|
2020
Q2 | $6.63M | Sell |
18,174
-789
| -4% | -$288K | 4.11% | 4 |
|
|
2020
Q1 | $4.82M | Buy |
18,963
+1,910
| +11% | +$486K | 4.35% | 4 |
|
|
2019
Q4 | $5.01M | Buy |
17,053
+526
| +3% | +$154K | 4.16% | 7 |
|
|
2019
Q3 | $3.7M | Sell |
16,527
-460
| -3% | -$103K | 3.43% | 10 |
|
|
2019
Q2 | $3.36M | Sell |
16,987
-3,830
| -18% | -$758K | 3.29% | 10 |
|
|
2019
Q1 | $3.95M | Sell |
20,817
-2,072
| -9% | -$394K | 4.08% | 7 |
|
|
2018
Q4 | $3.61M | Buy |
+22,889
| New | +$3.61M | 4.42% | 7 |
|