Xcel Wealth Management, LLC BA Holdings History
Xcel Wealth Management, LLC's Boeing Co Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 44,488.00 shares of Boeing Co(BA), totaling $7.59 Mil. This investment constitutes 2.36% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.01% of the outstanding Boeing Co(BA) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 13 purchases of BA, at an average price of $213.98, for a total of 59,700.00 shares. In addition, there have been 13 sales at an average price of $200.94 for 15,212.00 shares. Based on historical transaction data and BA's current price of $226.84, Xcel Wealth Management, LLC's estimated gain on his BA holdings is $373,905.12, reflecting a 2.93% gain to date.
Xcel Wealth Management, LLC BA ($226.84) Holding Chart
Xcel Wealth Management, LLC BA ($226.84) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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