XWM
Xcel Wealth Management’s GE HealthCare GEHC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,771
| Closed | -$529K | – | 132 |
|
|
2024
Q4 | $529K | Hold |
6,771
| – | – | 0.15% | 86 |
|
|
2024
Q3 | $635K | Sell |
6,771
-77
| -1% | -$7.23K | 0.19% | 77 |
|
|
2024
Q2 | $534K | Buy |
6,848
+3,683
| +116% | +$287K | 0.17% | 76 |
|
|
2024
Q1 | $288K | Sell |
3,165
-341
| -10% | -$31K | 0.09% | 103 |
|
|
2023
Q4 | $271K | Sell |
3,506
-216
| -6% | -$16.7K | 0.1% | 99 |
|
|
2023
Q3 | $253K | Buy |
3,722
+1,115
| +43% | +$75.9K | 0.1% | 96 |
|
|
2023
Q2 | $212K | Sell |
2,607
-2,315
| -47% | -$188K | 0.07% | 126 |
|
|
2023
Q1 | $404K | Buy |
+4,922
| New | +$404K | 0.14% | 96 |
|