XWM
Xcel Wealth Management’s RH RH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.5M | Sell |
113,888
-13,497
| -11% | -$2.55M | 6.13% | 2 |
|
|
2025
Q1 | $29.9M | Sell |
127,385
-1,234
| -1% | -$289K | 9.3% | 1 |
|
|
2024
Q4 | $50.6M | Buy |
128,619
+4,069
| +3% | +$1.6M | 14.03% | 1 |
|
|
2024
Q3 | $41.7M | Buy |
124,550
+1,612
| +1% | +$539K | 12.18% | 1 |
|
|
2024
Q2 | $30.1M | Buy |
122,938
+11,317
| +10% | +$2.77M | 9.41% | 1 |
|
|
2024
Q1 | $38.9M | Buy |
111,621
+16,248
| +17% | +$5.66M | 12.15% | 1 |
|
|
2023
Q4 | $27.8M | Buy |
95,373
+6,165
| +7% | +$1.8M | 9.75% | 1 |
|
|
2023
Q3 | $23.6M | Buy |
89,208
+17,014
| +24% | +$4.5M | 9.31% | 1 |
|
|
2023
Q2 | $23.8M | Buy |
72,194
+12,525
| +21% | +$4.13M | 7.52% | 1 |
|
|
2023
Q1 | $14.5M | Buy |
59,669
+13,840
| +30% | +$3.37M | 5.11% | 1 |
|
|
2022
Q4 | $12.2M | Buy |
45,829
+10,160
| +28% | +$2.71M | 4.82% | 2 |
|
|
2022
Q3 | $8.78M | Buy |
35,669
+23,363
| +190% | +$5.75M | 3.27% | 7 |
|
|
2022
Q2 | $2.61M | Buy |
12,306
+4,124
| +50% | +$875K | 0.95% | 35 |
|
|
2022
Q1 | $2.67M | Buy |
8,182
+3,605
| +79% | +$1.18M | 0.73% | 44 |
|
|
2021
Q4 | $2.45M | Buy |
4,577
+1,797
| +65% | +$963K | 0.63% | 49 |
|
|
2021
Q3 | $1.85M | Buy |
2,780
+1,215
| +78% | +$810K | 0.54% | 54 |
|
|
2021
Q2 | $1.06M | Sell |
1,565
-710
| -31% | -$482K | 0.32% | 64 |
|
|
2021
Q1 | $1.36M | Hold |
2,275
| – | – | 0.48% | 50 |
|
|
2020
Q4 | $1.02M | Hold |
2,275
| – | – | 0.44% | 54 |
|
|
2020
Q3 | $870K | Sell |
2,275
-315
| -12% | -$120K | 0.45% | 51 |
|
|
2020
Q2 | $644K | Buy |
+2,590
| New | +$644K | 0.4% | 52 |
|