XWM
Xcel Wealth Management’s Boeing BA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.2M | Sell |
43,903
-585
| -1% | -$123K | 2.62% | 11 |
|
|
2025
Q1 | $7.59M | Sell |
44,488
-2,970
| -6% | -$507K | 2.36% | 10 |
|
|
2024
Q4 | $8.4M | Sell |
47,458
-2,625
| -5% | -$465K | 2.33% | 10 |
|
|
2024
Q3 | $7.61M | Buy |
50,083
+7,212
| +17% | +$1.1M | 2.23% | 12 |
|
|
2024
Q2 | $7.8M | Buy |
42,871
+105
| +0.2% | +$19.1K | 2.44% | 10 |
|
|
2024
Q1 | $8.25M | Buy |
42,766
+1,965
| +5% | +$379K | 2.58% | 10 |
|
|
2023
Q4 | $10.6M | Sell |
40,801
-356
| -0.9% | -$92.8K | 3.73% | 6 |
|
|
2023
Q3 | $7.89M | Sell |
41,157
-4,408
| -10% | -$845K | 3.11% | 9 |
|
|
2023
Q2 | $9.62M | Sell |
45,565
-835
| -2% | -$176K | 3.04% | 9 |
|
|
2023
Q1 | $9.86M | Sell |
46,400
-1,159
| -2% | -$246K | 3.47% | 7 |
|
|
2022
Q4 | $8.97M | Sell |
47,559
-325
| -0.7% | -$61.3K | 3.53% | 8 |
|
|
2022
Q3 | $5.93M | Buy |
47,884
+2,937
| +7% | +$363K | 2.21% | 13 |
|
|
2022
Q2 | $6.15M | Sell |
44,947
-1,037
| -2% | -$142K | 2.24% | 13 |
|
|
2022
Q1 | $8.81M | Buy |
45,984
+7,070
| +18% | +$1.35M | 2.41% | 11 |
|
|
2021
Q4 | $7.83M | Buy |
38,914
+6,723
| +21% | +$1.35M | 2.01% | 16 |
|
|
2021
Q3 | $7.08M | Buy |
32,191
+11,533
| +56% | +$2.54M | 2.05% | 15 |
|
|
2021
Q2 | $4.95M | Buy |
20,658
+2,806
| +16% | +$672K | 1.49% | 22 |
|
|
2021
Q1 | $4.55M | Buy |
17,852
+7,468
| +72% | +$1.9M | 1.62% | 19 |
|
|
2020
Q4 | $2.22M | Buy |
10,384
+6,216
| +149% | +$1.33M | 0.96% | 33 |
|
|
2020
Q3 | $688K | Buy |
4,168
+921
| +28% | +$152K | 0.35% | 60 |
|
|
2020
Q2 | $595K | Sell |
3,247
-330
| -9% | -$60.5K | 0.37% | 55 |
|
|
2020
Q1 | $533K | Buy |
3,577
+1,321
| +59% | +$197K | 0.48% | 45 |
|
|
2019
Q4 | $735K | Sell |
2,256
-137
| -6% | -$44.6K | 0.61% | 40 |
|
|
2019
Q3 | $910K | Sell |
2,393
-840
| -26% | -$319K | 0.84% | 34 |
|
|
2019
Q2 | $1.18M | Sell |
3,233
-190
| -6% | -$69.1K | 1.15% | 27 |
|
|
2019
Q1 | $1.31M | Buy |
3,423
+290
| +9% | +$111K | 1.35% | 23 |
|
|
2018
Q4 | $1.01M | Buy |
+3,133
| New | +$1.01M | 1.24% | 27 |
|