Xcel Wealth Management, LLC VZ Holdings History
Xcel Wealth Management, LLC's Verizon Communications Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 130,130.00 shares of Verizon Communications Inc(VZ), totaling $5.90 Mil. This investment constitutes 1.84% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Verizon Communications Inc(VZ) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 15 purchases of VZ, at an average price of $53.45, for a total of 375,340.00 shares. In addition, there have been 11 sales at an average price of $39.13 for 245,210.00 shares. Based on historical transaction data and VZ's current price of $41.62, Xcel Wealth Management, LLC's estimated gain on his VZ holdings is $-5.05 Mil, reflecting a -25.16% gain to date.
Xcel Wealth Management, LLC VZ ($41.62) Holding Chart
Xcel Wealth Management, LLC VZ ($41.62) 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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