XWM
Xcel Wealth Management’s Skyworks Solutions SWKS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,048
| Closed | -$891K | – | 135 |
|
|
2024
Q4 | $891K | Sell |
10,048
-8,060
| -45% | -$715K | 0.25% | 65 |
|
|
2024
Q3 | $1.79M | Buy |
18,108
+1,000
| +6% | +$98.8K | 0.52% | 43 |
|
|
2024
Q2 | $1.82M | Buy |
17,108
+1,123
| +7% | +$120K | 0.57% | 42 |
|
|
2024
Q1 | $1.73M | Buy |
15,985
+190
| +1% | +$20.6K | 0.54% | 43 |
|
|
2023
Q4 | $1.78M | Buy |
15,795
+700
| +5% | +$78.7K | 0.62% | 43 |
|
|
2023
Q3 | $1.49M | Sell |
15,095
-3,420
| -18% | -$337K | 0.59% | 42 |
|
|
2023
Q2 | $2.05M | Buy |
18,515
+275
| +2% | +$30.4K | 0.65% | 44 |
|
|
2023
Q1 | $2.15M | Sell |
18,240
-625
| -3% | -$73.7K | 0.76% | 39 |
|
|
2022
Q4 | $1.72M | Sell |
18,865
-22,950
| -55% | -$2.09M | 0.68% | 43 |
|
|
2022
Q3 | $3.57M | Buy |
41,815
+5,130
| +14% | +$437K | 1.33% | 25 |
|
|
2022
Q2 | $3.4M | Buy |
36,685
+3,345
| +10% | +$310K | 1.24% | 26 |
|
|
2022
Q1 | $4.44M | Buy |
33,340
+8,125
| +32% | +$1.08M | 1.22% | 23 |
|
|
2021
Q4 | $3.91M | Buy |
+25,215
| New | +$3.91M | 1.01% | 29 |
|
|
2021
Q2 | – | Sell |
-1,155
| Closed | -$212K | – | 144 |
|
|
2021
Q1 | $212K | Buy |
+1,155
| New | +$212K | 0.08% | 126 |
|