Xcel Wealth Management, LLC RH Holdings History
Xcel Wealth Management, LLC's RH Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 127,385.00 shares of RH(RH), totaling $29.86 Mil. This investment constitutes 9.3% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.68% of the outstanding RH(RH) stock.
The initial trade took place in 2020Q2. And since then Xcel Wealth Management, LLC has made 16 purchases of RH, at an average price of $294.02, for a total of 129,644.00 shares. In addition, there have been 3 sales at an average price of $436.53 for 2,259.00 shares. Based on historical transaction data and RH's current price of $207.52, Xcel Wealth Management, LLC's estimated gain on his RH holdings is $-10.70 Mil, reflecting a -28.06% gain to date.
Xcel Wealth Management, LLC RH ($207.52) Holding Chart
Xcel Wealth Management, LLC RH ($207.52) 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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