Number of Shares
31,420.00
Current Holdings Value*
$11.52 Mil
% of Portfolio
3.59%
Total Estimate Gain
$2.96 Mil
% of Total Estimate Gain
30.42%

Xcel Wealth Management, LLC's The Home Depot Inc Holding Summary

As of 2025-03-31, Xcel Wealth Management, LLC held 31,420.00 shares of The Home Depot Inc(HD), totaling $11.52 Mil. This investment constitutes 3.59% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2019Q1. And since then Xcel Wealth Management, LLC has made 14 purchases of HD, at an average price of $277.96, for a total of 35,058.00 shares. In addition, there have been 9 sales at an average price of $297.20 for 3,638.00 shares. Based on historical transaction data and HD's current price of $370.07, Xcel Wealth Management, LLC's estimated gain on his HD holdings is $2.96 Mil, reflecting a 30.42% gain to date.

Xcel Wealth Management, LLC HD ($370.07) Holding Chart

Xcel Wealth Management, LLC HD ($370.07) 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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