XWM
Xcel Wealth Management’s Mastercard MA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
719
+7
| +1% | +$3.93K | 0.12% | 102 |
|
|
2025
Q1 | $390K | Hold |
712
| – | – | 0.12% | 104 |
|
|
2024
Q4 | $375K | Sell |
712
-12
| -2% | -$6.32K | 0.1% | 99 |
|
|
2024
Q3 | $358K | Hold |
724
| – | – | 0.1% | 98 |
|
|
2024
Q2 | $319K | Hold |
724
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $349K | Buy |
724
+16
| +2% | +$7.71K | 0.11% | 94 |
|
|
2023
Q4 | $302K | Sell |
708
-6
| -0.8% | -$2.56K | 0.11% | 95 |
|
|
2023
Q3 | $283K | Hold |
714
| – | – | 0.11% | 94 |
|
|
2023
Q2 | $281K | Hold |
714
| – | – | 0.09% | 115 |
|
|
2023
Q1 | $259K | Hold |
714
| – | – | 0.09% | 114 |
|
|
2022
Q4 | $248K | Hold |
714
| – | – | 0.1% | 109 |
|
|
2022
Q3 | $203K | Hold |
714
| – | – | 0.08% | 114 |
|
|
2022
Q2 | $225K | Sell |
714
-99
| -12% | -$31.2K | 0.08% | 114 |
|
|
2022
Q1 | $291K | Hold |
813
| – | – | 0.08% | 124 |
|
|
2021
Q4 | $292K | Buy |
813
+9
| +1% | +$3.23K | 0.08% | 128 |
|
|
2021
Q3 | $280K | Sell |
804
-400
| -33% | -$139K | 0.08% | 124 |
|
|
2021
Q2 | $440K | Sell |
1,204
-5
| -0.4% | -$1.83K | 0.13% | 101 |
|
|
2021
Q1 | $430K | Buy |
1,209
+9
| +0.8% | +$3.2K | 0.15% | 94 |
|
|
2020
Q4 | $428K | Hold |
1,200
| – | – | 0.18% | 85 |
|
|
2020
Q3 | $405K | Hold |
1,200
| – | – | 0.21% | 80 |
|
|
2020
Q2 | $354K | Sell |
1,200
-200
| -14% | -$59K | 0.22% | 75 |
|
|
2020
Q1 | $338K | Buy |
1,400
+700
| +100% | +$169K | 0.3% | 60 |
|
|
2019
Q4 | $209K | Buy |
+700
| New | +$209K | 0.17% | 70 |
|