Xcel Wealth Management, LLC F Holdings History
Xcel Wealth Management, LLC's Ford Motor Co Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 1.08 Mil shares of Ford Motor Co(F), totaling $10.81 Mil. This investment constitutes 3.37% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.03% of the outstanding Ford Motor Co(F) stock.
The initial trade took place in 2020Q4. And since then Xcel Wealth Management, LLC has made 12 purchases of F, at an average price of $12.49, for a total of 1.21 Mil shares. In addition, there have been 7 sales at an average price of $12.39 for 131,668.00 shares. Based on historical transaction data and F's current price of $11.78, Xcel Wealth Management, LLC's estimated gain on his F holdings is $-780,733.00, reflecting a -5.17% gain to date.
Xcel Wealth Management, LLC F ($11.78) Holding Chart
Xcel Wealth Management, LLC F ($11.78) 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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