XWM
Xcel Wealth Management’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $641K | Sell |
2,350
-25
| -1% | -$6.82K | 0.18% | 82 |
|
|
2025
Q1 | $637K | Sell |
2,375
-80
| -3% | -$21.5K | 0.2% | 81 |
|
|
2024
Q4 | $821K | Sell |
2,455
-40
| -2% | -$13.4K | 0.23% | 67 |
|
|
2024
Q3 | $683K | Sell |
2,495
-2,202
| -47% | -$603K | 0.2% | 73 |
|
|
2024
Q2 | $1.21M | Sell |
4,697
-10,047
| -68% | -$2.58M | 0.38% | 53 |
|
|
2024
Q1 | $4.44M | Sell |
14,744
-4,438
| -23% | -$1.34M | 1.39% | 19 |
|
|
2023
Q4 | $5.05M | Sell |
19,182
-932
| -5% | -$245K | 1.77% | 18 |
|
|
2023
Q3 | $4.08M | Sell |
20,114
-7,589
| -27% | -$1.54M | 1.61% | 18 |
|
|
2023
Q2 | $5.85M | Sell |
27,703
-4,793
| -15% | -$1.01M | 1.85% | 15 |
|
|
2023
Q1 | $6.49M | Sell |
32,496
-2,150
| -6% | -$430K | 2.28% | 15 |
|
|
2022
Q4 | $4.59M | Sell |
34,646
-15,661
| -31% | -$2.08M | 1.81% | 15 |
|
|
2022
Q3 | $7.24M | Buy |
50,307
+1,185
| +2% | +$170K | 2.69% | 10 |
|
|
2022
Q2 | $8.11M | Buy |
49,122
+5,625
| +13% | +$928K | 2.96% | 7 |
|
|
2022
Q1 | $9.24M | Buy |
43,497
+4,147
| +11% | +$880K | 2.53% | 9 |
|
|
2021
Q4 | $10M | Buy |
39,350
+320
| +0.8% | +$81.3K | 2.57% | 7 |
|
|
2021
Q3 | $10.6M | Buy |
39,030
+446
| +1% | +$121K | 3.07% | 5 |
|
|
2021
Q2 | $9.43M | Buy |
38,584
+82
| +0.2% | +$20K | 2.84% | 6 |
|
|
2021
Q1 | $8.16M | Buy |
38,502
+15,500
| +67% | +$3.28M | 2.91% | 9 |
|
|
2020
Q4 | $5.12M | Buy |
23,002
+3,828
| +20% | +$852K | 2.21% | 14 |
|
|
2020
Q3 | $4.82M | Sell |
19,174
-1,524
| -7% | -$383K | 2.48% | 12 |
|
|
2020
Q2 | $3.88M | Buy |
20,698
+1,075
| +5% | +$201K | 2.41% | 11 |
|
|
2020
Q1 | $2.83M | Buy |
19,623
+8
| +0% | +$1.15K | 2.55% | 11 |
|
|
2019
Q4 | $3.19M | Buy |
19,615
+780
| +4% | +$127K | 2.65% | 13 |
|
|
2019
Q3 | $2.8M | Buy |
18,835
+2,552
| +16% | +$379K | 2.59% | 13 |
|
|
2019
Q2 | $2.47M | Buy |
16,283
+655
| +4% | +$99.4K | 2.42% | 13 |
|
|
2019
Q1 | $2.48M | Sell |
15,628
-2,360
| -13% | -$374K | 2.55% | 12 |
|
|
2018
Q4 | $2.46M | Buy |
+17,988
| New | +$2.46M | 3.01% | 12 |
|