XWM
Xcel Wealth Management’s Goldman Sachs GS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Buy |
2,533
+683
| +37% | +$483K | 0.51% | 49 |
|
|
2025
Q1 | $1.01M | Sell |
1,850
-600
| -24% | -$328K | 0.31% | 62 |
|
|
2024
Q4 | $1.4M | Hold |
2,450
| – | – | 0.39% | 49 |
|
|
2024
Q3 | $1.21M | Sell |
2,450
-225
| -8% | -$111K | 0.35% | 57 |
|
|
2024
Q2 | $1.21M | Sell |
2,675
-17
| -0.6% | -$7.69K | 0.38% | 52 |
|
|
2024
Q1 | $1.12M | Buy |
2,692
+1,129
| +72% | +$472K | 0.35% | 54 |
|
|
2023
Q4 | $603K | Sell |
1,563
-2
| -0.1% | -$772 | 0.21% | 74 |
|
|
2023
Q3 | $506K | Sell |
1,565
-276
| -15% | -$89.3K | 0.2% | 75 |
|
|
2023
Q2 | $594K | Buy |
1,841
+116
| +7% | +$37.4K | 0.19% | 81 |
|
|
2023
Q1 | $564K | Sell |
1,725
-1
| -0.1% | -$327 | 0.2% | 77 |
|
|
2022
Q4 | $593K | Sell |
1,726
-3,000
| -63% | -$1.03M | 0.23% | 69 |
|
|
2022
Q3 | $1.39M | Sell |
4,726
-50
| -1% | -$14.7K | 0.52% | 47 |
|
|
2022
Q2 | $1.42M | Sell |
4,776
-3,369
| -41% | -$1M | 0.52% | 49 |
|
|
2022
Q1 | $2.69M | Sell |
8,145
-200
| -2% | -$66K | 0.74% | 42 |
|
|
2021
Q4 | $3.19M | Sell |
8,345
-149
| -2% | -$57K | 0.82% | 37 |
|
|
2021
Q3 | $3.21M | Sell |
8,494
-200
| -2% | -$75.6K | 0.93% | 33 |
|
|
2021
Q2 | $3.3M | Sell |
8,694
-42
| -0.5% | -$15.9K | 1% | 30 |
|
|
2021
Q1 | $2.86M | Sell |
8,736
-70
| -0.8% | -$22.9K | 1.02% | 30 |
|
|
2020
Q4 | $2.32M | Sell |
8,806
-3,740
| -30% | -$986K | 1% | 32 |
|
|
2020
Q3 | $2.52M | Buy |
12,546
+5,227
| +71% | +$1.05M | 1.3% | 27 |
|
|
2020
Q2 | $1.45M | Buy |
7,319
+427
| +6% | +$84.4K | 0.9% | 34 |
|
|
2020
Q1 | $1.07M | Buy |
6,892
+2,705
| +65% | +$418K | 0.96% | 32 |
|
|
2019
Q4 | $962K | Sell |
4,187
-150
| -3% | -$34.5K | 0.8% | 34 |
|
|
2019
Q3 | $898K | Sell |
4,337
-117
| -3% | -$24.2K | 0.83% | 35 |
|
|
2019
Q2 | $911K | Buy |
4,454
+76
| +2% | +$15.5K | 0.89% | 34 |
|
|
2019
Q1 | $840K | Sell |
4,378
-2,990
| -41% | -$574K | 0.87% | 34 |
|
|
2018
Q4 | $1.23M | Buy |
+7,368
| New | +$1.23M | 1.5% | 22 |
|