Xcel Wealth Management, LLC GOOGL Holdings History
Xcel Wealth Management, LLC's Alphabet Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 79,391.00 shares of Alphabet Inc(GOOGL), totaling $12.28 Mil. This investment constitutes 3.83% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Alphabet Inc(GOOGL) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 11 purchases of GOOGL, at an average price of $84.55, for a total of 155,552.00 shares. In addition, there have been 15 sales at an average price of $128.66 for 76,161.00 shares. Based on historical transaction data and GOOGL's current price of $180.19, Xcel Wealth Management, LLC's estimated gain on his GOOGL holdings is $10.95 Mil, reflecting a 83.28% gain to date.
Xcel Wealth Management, LLC GOOGL ($180.19) Holding Chart
Xcel Wealth Management, LLC GOOGL ($180.19) 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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