XWM
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Xcel Wealth Management’s Newell Brands NWL Stock Holding History

Xcel Wealth Management’s Portfolio NWL Stock Details NWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-17,114
Closed -$106K – 132
2025
Q1 		$106K Sell
17,114
-37,249
-69% -$299K 0.03% 128
2024
Q4 		$541K Buy
54,363
+21,590
+66% +$196K 0.15% 84
2024
Q3 		$252K Hold
32,773
– – 0.07% 117
2024
Q2 		$210K Buy
32,773
+2,500
+8% +$18.6K 0.07% 118
2024
Q1 		$243K Buy
30,273
+8,903
+42% +$70.9K 0.08% 116
2023
Q4 		$185K Buy
21,370
+1,700
+9% +$13K 0.07% 113
2023
Q3 		$178K Buy
19,670
+1,900
+11% +$18.9K 0.07% 104
2023
Q2 		$155K Sell
17,770
-11,680
-40% -$116K 0.05% 134
2023
Q1 		$366K Buy
29,450
+11,700
+66% +$165K 0.13% 102
2022
Q4 		$232K Sell
17,750
-35,300
-67% -$482K 0.09% 112
2022
Q3 		$737K Sell
53,050
-84,900
-62% -$1.59M 0.27% 65
2022
Q2 		$2.63M Sell
137,950
-6,400
-4% -$136K 0.96% 33
2022
Q1 		$3.09M Buy
+144,350
New +$3.34M 0.85% 37

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DRZID
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Primecap Management
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return