XWM
Xcel Wealth Management’s Ford F Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.6M | Sell |
1,068,227
-9,430
| -0.9% | -$102K | 3.3% | 7 |
|
|
2025
Q1 | $10.8M | Sell |
1,077,657
-17,656
| -2% | -$177K | 3.37% | 7 |
|
|
2024
Q4 | $10.8M | Sell |
1,095,313
-6,843
| -0.6% | -$67.7K | 3.01% | 9 |
|
|
2024
Q3 | $11.6M | Buy |
1,102,156
+303,881
| +38% | +$3.21M | 3.4% | 6 |
|
|
2024
Q2 | $10M | Buy |
798,275
+172,762
| +28% | +$2.17M | 3.13% | 8 |
|
|
2024
Q1 | $8.31M | Buy |
625,513
+100,502
| +19% | +$1.33M | 2.6% | 9 |
|
|
2023
Q4 | $6.4M | Sell |
525,011
-8,000
| -2% | -$97.5K | 2.24% | 12 |
|
|
2023
Q3 | $6.62M | Sell |
533,011
-83,724
| -14% | -$1.04M | 2.61% | 11 |
|
|
2023
Q2 | $9.33M | Buy |
616,735
+14,200
| +2% | +$215K | 2.95% | 10 |
|
|
2023
Q1 | $7.59M | Buy |
602,535
+19,526
| +3% | +$246K | 2.67% | 11 |
|
|
2022
Q4 | $6.78M | Sell |
583,009
-13,300
| -2% | -$155K | 2.67% | 11 |
|
|
2022
Q3 | $6.68M | Buy |
596,309
+30,600
| +5% | +$343K | 2.49% | 12 |
|
|
2022
Q2 | $6.3M | Buy |
565,709
+28,550
| +5% | +$318K | 2.29% | 12 |
|
|
2022
Q1 | $9.08M | Buy |
537,159
+66,956
| +14% | +$1.13M | 2.49% | 10 |
|
|
2021
Q4 | $9.77M | Sell |
470,203
-2,145
| -0.5% | -$44.6K | 2.51% | 9 |
|
|
2021
Q3 | $6.69M | Buy |
472,348
+279,225
| +145% | +$3.95M | 1.94% | 17 |
|
|
2021
Q2 | $2.87M | Buy |
193,123
+54,645
| +39% | +$812K | 0.87% | 34 |
|
|
2021
Q1 | $1.7M | Buy |
138,478
+20,164
| +17% | +$247K | 0.6% | 43 |
|
|
2020
Q4 | $1.04M | Buy |
+118,314
| New | +$1.04M | 0.45% | 51 |
|