XWM
Xcel Wealth Management’s Masco MAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $645K | Sell |
10,022
-500
| -5% | -$32.2K | 0.18% | 81 |
|
|
2025
Q1 | $732K | Hold |
10,522
| – | – | 0.23% | 76 |
|
|
2024
Q4 | $764K | Hold |
10,522
| – | – | 0.21% | 71 |
|
|
2024
Q3 | $883K | Hold |
10,522
| – | – | 0.26% | 65 |
|
|
2024
Q2 | $702K | Hold |
10,522
| – | – | 0.22% | 69 |
|
|
2024
Q1 | $830K | Buy |
10,522
+22
| +0.2% | +$1.74K | 0.26% | 65 |
|
|
2023
Q4 | $703K | Hold |
10,500
| – | – | 0.25% | 67 |
|
|
2023
Q3 | $561K | Sell |
10,500
-94
| -0.9% | -$5.02K | 0.22% | 71 |
|
|
2023
Q2 | $608K | Hold |
10,594
| – | – | 0.19% | 79 |
|
|
2023
Q1 | $527K | Sell |
10,594
-800
| -7% | -$39.8K | 0.19% | 80 |
|
|
2022
Q4 | $532K | Buy |
11,394
+94
| +0.8% | +$4.39K | 0.21% | 78 |
|
|
2022
Q3 | $528K | Hold |
11,300
| – | – | 0.2% | 76 |
|
|
2022
Q2 | $572K | Hold |
11,300
| – | – | 0.21% | 70 |
|
|
2022
Q1 | $576K | Hold |
11,300
| – | – | 0.16% | 87 |
|
|
2021
Q4 | $793K | Hold |
11,300
| – | – | 0.2% | 81 |
|
|
2021
Q3 | $628K | Hold |
11,300
| – | – | 0.18% | 86 |
|
|
2021
Q2 | $666K | Sell |
11,300
-2,700
| -19% | -$159K | 0.2% | 84 |
|
|
2021
Q1 | $839K | Sell |
14,000
-1,700
| -11% | -$102K | 0.3% | 65 |
|
|
2020
Q4 | $862K | Hold |
15,700
| – | – | 0.37% | 59 |
|
|
2020
Q3 | $865K | Sell |
15,700
-1,038
| -6% | -$57.2K | 0.44% | 52 |
|
|
2020
Q2 | $840K | Buy |
+16,738
| New | +$840K | 0.52% | 43 |
|