Xcel Wealth Management, LLC BANK AMERICA CORP Transaction History

Xcel Wealth Management, LLC

  • $364 Million
  • Q3 2025
Number of Shares
5,645
Previous 5,225 8.04%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
N/A
420 Added 8.04%
5,645 $0
Q2 2025

Jul 15, 2025
BUY
N/A
3,077 Added 143.25%
5,225 $0
Q1 2025

Apr 28, 2025
BUY
N/A
11 Added 0.51%
2,148 $0
Q4 2024

Feb 05, 2025
SELL
N/A
-1 Reduced 0.05%
2,137 $0
Q3 2024

Oct 21, 2024
BUY
N/A
6 Added 0.28%
2,138 $0
Q2 2024

Jul 23, 2024
BUY
N/A
496 Added 30.32%
2,132 $0
Q1 2024

Apr 22, 2024
BUY
N/A
1,026 Added 168.2%
1,636 $0
Q4 2023

Jan 29, 2024
BUY
N/A
70 Added 12.96%
610 $0
Q3 2023

Oct 17, 2023
BUY
N/A
107 Added 24.71%
540 $0
Q4 2021

Feb 03, 2022
BUY
N/A
433 New
433 $626,000
Q4 2020

Jan 13, 2021
SELL
N/A
-433 Closed
0 $0
Q1 2020

Apr 07, 2020
BUY
N/A
100 Added 30.03%
433 $548,000
Q4 2018

Nov 12, 2019
BUY
N/A
333 New
333 $417,000
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