Xcel Wealth Management, LLC BANK AMERICA CORP Transaction History

Xcel Wealth Management, LLC

  • $334 Million
  • Q2 2025
Number of Shares
5,225
Previous 2,148 143.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
Track This Portfolio

Track Xcel Wealth Management, LLC Portfolio

Follow Xcel Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Xcel Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Xcel Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email