XWM
Xcel Wealth Management’s T-Mobile US TMUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Hold |
1,500
| – | – | 0.1% | 106 |
|
|
2025
Q1 | $400K | Hold |
1,500
| – | – | 0.12% | 103 |
|
|
2024
Q4 | $331K | Hold |
1,500
| – | – | 0.09% | 105 |
|
|
2024
Q3 | $310K | Hold |
1,500
| – | – | 0.09% | 104 |
|
|
2024
Q2 | $264K | Hold |
1,500
| – | – | 0.08% | 111 |
|
|
2024
Q1 | $245K | Hold |
1,500
| – | – | 0.08% | 113 |
|
|
2023
Q4 | $240K | Hold |
1,500
| – | – | 0.08% | 102 |
|
|
2023
Q3 | $210K | Sell |
1,500
-1
| -0.1% | -$140 | 0.08% | 102 |
|
|
2023
Q2 | $208K | Buy |
1,501
+1
| +0.1% | +$139 | 0.07% | 129 |
|
|
2023
Q1 | $217K | Hold |
1,500
| – | – | 0.08% | 119 |
|
|
2022
Q4 | $210K | Hold |
1,500
| – | – | 0.08% | 122 |
|
|
2022
Q3 | $201K | Hold |
1,500
| – | – | 0.07% | 116 |
|
|
2022
Q2 | $202K | Sell |
1,500
-1,000
| -40% | -$135K | 0.07% | 118 |
|
|
2022
Q1 | $321K | Sell |
2,500
-2,765
| -53% | -$355K | 0.09% | 120 |
|
|
2021
Q4 | $611K | Buy |
5,265
+250
| +5% | +$29K | 0.16% | 94 |
|
|
2021
Q3 | $641K | Hold |
5,015
| – | – | 0.19% | 85 |
|
|
2021
Q2 | $726K | Sell |
5,015
-16
| -0.3% | -$2.32K | 0.22% | 80 |
|
|
2021
Q1 | $630K | Buy |
5,031
+31
| +0.6% | +$3.88K | 0.22% | 78 |
|
|
2020
Q4 | $674K | Hold |
5,000
| – | – | 0.29% | 68 |
|
|
2020
Q3 | $571K | Hold |
5,000
| – | – | 0.29% | 68 |
|
|
2020
Q2 | $520K | Hold |
5,000
| – | – | 0.32% | 60 |
|
|
2020
Q1 | $419K | Hold |
5,000
| – | – | 0.38% | 54 |
|
|
2019
Q4 | $392K | Buy |
+5,000
| New | +$392K | 0.33% | 53 |
|