XWM
Xcel Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Buy |
29,875
+306
| +1% | +$24.5K | 0.68% | 41 |
|
|
2025
Q1 | $2.12M | Hold |
29,569
| – | – | 0.66% | 40 |
|
|
2024
Q4 | $2.08M | Sell |
29,569
-482
| -2% | -$33.9K | 0.58% | 38 |
|
|
2024
Q3 | $1.7M | Sell |
30,051
-1,558
| -5% | -$88K | 0.5% | 44 |
|
|
2024
Q2 | $1.88M | Sell |
31,609
-10,970
| -26% | -$652K | 0.59% | 41 |
|
|
2024
Q1 | $2.47M | Sell |
42,579
-1,231
| -3% | -$71.3K | 0.77% | 32 |
|
|
2023
Q4 | $2.16M | Sell |
43,810
-1,300
| -3% | -$64K | 0.76% | 36 |
|
|
2023
Q3 | $1.84M | Sell |
45,110
-3,625
| -7% | -$148K | 0.73% | 38 |
|
|
2023
Q2 | $2.08M | Buy |
48,735
+1,832
| +4% | +$78.2K | 0.66% | 43 |
|
|
2023
Q1 | $1.75M | Buy |
46,903
+1,230
| +3% | +$46K | 0.62% | 46 |
|
|
2022
Q4 | $1.89M | Sell |
45,673
-4,000
| -8% | -$165K | 0.74% | 40 |
|
|
2022
Q3 | $2M | Buy |
49,673
+800
| +2% | +$32.2K | 0.74% | 43 |
|
|
2022
Q2 | $1.91M | Sell |
48,873
-596
| -1% | -$23.3K | 0.7% | 42 |
|
|
2022
Q1 | $2.4M | Sell |
49,469
-2,734
| -5% | -$132K | 0.66% | 47 |
|
|
2021
Q4 | $2.51M | Sell |
52,203
-338
| -0.6% | -$16.2K | 0.64% | 46 |
|
|
2021
Q3 | $2.44M | Buy |
52,541
+22,900
| +77% | +$1.06M | 0.71% | 42 |
|
|
2021
Q2 | $1.34M | Buy |
29,641
+93
| +0.3% | +$4.21K | 0.41% | 58 |
|
|
2021
Q1 | $1.15M | Buy |
+29,548
| New | +$1.15M | 0.41% | 58 |
|
|
2019
Q2 | – | Sell |
-4,398
| Closed | -$212K | – | 80 |
|
|
2019
Q1 | $212K | Sell |
4,398
-4,713
| -52% | -$227K | 0.22% | 76 |
|
|
2018
Q4 | $419K | Buy |
+9,111
| New | +$419K | 0.51% | 42 |
|