XWM
Xcel Wealth Management’s Garmin GRMN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.68M | Hold |
8,026
| – | – | 0.48% | 50 |
|
|
2025
Q1 | $1.74M | Sell |
8,026
-400
| -5% | -$86.9K | 0.54% | 45 |
|
|
2024
Q4 | $1.74M | Sell |
8,426
-25
| -0.3% | -$5.16K | 0.48% | 41 |
|
|
2024
Q3 | $1.49M | Sell |
8,451
-149
| -2% | -$26.2K | 0.44% | 49 |
|
|
2024
Q2 | $1.4M | Buy |
8,600
+50
| +0.6% | +$8.15K | 0.44% | 47 |
|
|
2024
Q1 | $1.27M | Hold |
8,550
| – | – | 0.4% | 48 |
|
|
2023
Q4 | $1.1M | Hold |
8,550
| – | – | 0.39% | 50 |
|
|
2023
Q3 | $899K | Buy |
8,550
+2,100
| +33% | +$221K | 0.35% | 54 |
|
|
2023
Q2 | $673K | Sell |
6,450
-125
| -2% | -$13K | 0.21% | 76 |
|
|
2023
Q1 | $664K | Hold |
6,575
| – | – | 0.23% | 73 |
|
|
2022
Q4 | $607K | Buy |
6,575
+200
| +3% | +$18.5K | 0.24% | 68 |
|
|
2022
Q3 | $512K | Buy |
+6,375
| New | +$512K | 0.19% | 78 |
|