XWM
Xcel Wealth Management’s Visa V Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.92M | Buy |
5,411
+27
| +0.5% | +$9.59K | 0.55% | 44 |
|
|
2025
Q1 | $1.89M | Hold |
5,384
| – | – | 0.59% | 44 |
|
|
2024
Q4 | $1.7M | Hold |
5,384
| – | – | 0.47% | 42 |
|
|
2024
Q3 | $1.48M | Sell |
5,384
-13
| -0.2% | -$3.57K | 0.43% | 50 |
|
|
2024
Q2 | $1.42M | Sell |
5,397
-335
| -6% | -$87.9K | 0.44% | 46 |
|
|
2024
Q1 | $1.6M | Buy |
5,732
+43
| +0.8% | +$12K | 0.5% | 47 |
|
|
2023
Q4 | $1.48M | Hold |
5,689
| – | – | 0.52% | 47 |
|
|
2023
Q3 | $1.31M | Buy |
5,689
+238
| +4% | +$54.7K | 0.52% | 46 |
|
|
2023
Q2 | $1.29M | Sell |
5,451
-20
| -0.4% | -$4.75K | 0.41% | 56 |
|
|
2023
Q1 | $1.23M | Buy |
5,471
+100
| +2% | +$22.5K | 0.43% | 51 |
|
|
2022
Q4 | $1.12M | Sell |
5,371
-25
| -0.5% | -$5.19K | 0.44% | 50 |
|
|
2022
Q3 | $959K | Hold |
5,396
| – | – | 0.36% | 56 |
|
|
2022
Q2 | $1.06M | Sell |
5,396
-19,185
| -78% | -$3.78M | 0.39% | 54 |
|
|
2022
Q1 | $5.45M | Sell |
24,581
-3,795
| -13% | -$842K | 1.49% | 21 |
|
|
2021
Q4 | $6.15M | Buy |
28,376
+54
| +0.2% | +$11.7K | 1.58% | 21 |
|
|
2021
Q3 | $6.31M | Hold |
28,322
| – | – | 1.83% | 18 |
|
|
2021
Q2 | $6.62M | Sell |
28,322
-1,185
| -4% | -$277K | 2% | 18 |
|
|
2021
Q1 | $6.25M | Buy |
29,507
+1,540
| +6% | +$326K | 2.23% | 14 |
|
|
2020
Q4 | $6.12M | Sell |
27,967
-500
| -2% | -$109K | 2.64% | 9 |
|
|
2020
Q3 | $5.69M | Sell |
28,467
-95
| -0.3% | -$19K | 2.93% | 8 |
|
|
2020
Q2 | $5.52M | Buy |
28,562
+7,537
| +36% | +$1.46M | 3.42% | 7 |
|
|
2020
Q1 | $3.39M | Sell |
21,025
-1,125
| -5% | -$181K | 3.05% | 9 |
|
|
2019
Q4 | $4.16M | Sell |
22,150
-250
| -1% | -$47K | 3.46% | 11 |
|
|
2019
Q3 | $3.85M | Buy |
22,400
+250
| +1% | +$43K | 3.57% | 9 |
|
|
2019
Q2 | $3.84M | Hold |
22,150
| – | – | 3.77% | 7 |
|
|
2019
Q1 | $3.46M | Buy |
22,150
+1,750
| +9% | +$273K | 3.57% | 9 |
|
|
2018
Q4 | $2.69M | Buy |
+20,400
| New | +$2.69M | 3.29% | 10 |
|