XWM
Xcel Wealth Management’s Yeti Holdings YETI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
59,488
-7,804
| -12% | -$246K | 0.53% | 46 |
|
|
2025
Q1 | $2.23M | Sell |
67,292
-610
| -0.9% | -$20.2K | 0.69% | 36 |
|
|
2024
Q4 | $2.61M | Sell |
67,902
-3,000
| -4% | -$116K | 0.72% | 33 |
|
|
2024
Q3 | $2.91M | Sell |
70,902
-1,990
| -3% | -$81.7K | 0.85% | 29 |
|
|
2024
Q2 | $2.78M | Buy |
72,892
+15,792
| +28% | +$602K | 0.87% | 30 |
|
|
2024
Q1 | $2.2M | Sell |
57,100
-1,200
| -2% | -$46.3K | 0.69% | 36 |
|
|
2023
Q4 | $3.02M | Buy |
58,300
+4,745
| +9% | +$246K | 1.06% | 25 |
|
|
2023
Q3 | $2.58M | Buy |
53,555
+44,280
| +477% | +$2.14M | 1.02% | 27 |
|
|
2023
Q2 | $360K | Hold |
9,275
| – | – | 0.11% | 104 |
|
|
2023
Q1 | $371K | Buy |
9,275
+100
| +1% | +$4K | 0.13% | 101 |
|
|
2022
Q4 | $379K | Buy |
9,175
+100
| +1% | +$4.13K | 0.15% | 89 |
|
|
2022
Q3 | $259K | Buy |
9,075
+2,250
| +33% | +$64.2K | 0.1% | 110 |
|
|
2022
Q2 | $295K | Buy |
+6,825
| New | +$295K | 0.11% | 106 |
|