XWM
Xcel Wealth Management’s Newell Brands NWL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-17,114
| Closed | -$106K | – | 132 |
|
|
2025
Q1 | $106K | Sell |
17,114
-37,249
| -69% | -$231K | 0.03% | 128 |
|
|
2024
Q4 | $541K | Buy |
54,363
+21,590
| +66% | +$215K | 0.15% | 84 |
|
|
2024
Q3 | $252K | Hold |
32,773
| – | – | 0.07% | 117 |
|
|
2024
Q2 | $210K | Buy |
32,773
+2,500
| +8% | +$16K | 0.07% | 118 |
|
|
2024
Q1 | $243K | Buy |
30,273
+8,903
| +42% | +$71.5K | 0.08% | 116 |
|
|
2023
Q4 | $185K | Buy |
21,370
+1,700
| +9% | +$14.8K | 0.07% | 113 |
|
|
2023
Q3 | $178K | Buy |
19,670
+1,900
| +11% | +$17.2K | 0.07% | 104 |
|
|
2023
Q2 | $155K | Sell |
17,770
-11,680
| -40% | -$102K | 0.05% | 134 |
|
|
2023
Q1 | $366K | Buy |
29,450
+11,700
| +66% | +$146K | 0.13% | 102 |
|
|
2022
Q4 | $232K | Sell |
17,750
-35,300
| -67% | -$462K | 0.09% | 112 |
|
|
2022
Q3 | $737K | Sell |
53,050
-84,900
| -62% | -$1.18M | 0.27% | 65 |
|
|
2022
Q2 | $2.63M | Sell |
137,950
-6,400
| -4% | -$122K | 0.96% | 33 |
|
|
2022
Q1 | $3.09M | Buy |
+144,350
| New | +$3.09M | 0.85% | 37 |
|