Xcel Wealth Management, LLC LEVI Holdings History
Xcel Wealth Management, LLC's Levi Strauss & Co Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 109,711.00 shares of Levi Strauss & Co(LEVI), totaling $1.71 Mil. This investment constitutes 0.53% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0.03% of the outstanding Levi Strauss & Co(LEVI) stock.
The initial trade took place in 2025Q1. And since then Xcel Wealth Management, LLC has made 1 purchases of LEVI, at an average price of $17.40, for a total of 109,711.00 shares. Based on historical transaction data and LEVI's current price of $21.95, Xcel Wealth Management, LLC's estimated gain on his LEVI holdings is $499,185.05, reflecting a 26.15% gain to date.
Xcel Wealth Management, LLC LEVI ($21.95) Holding Chart
Xcel Wealth Management, LLC LEVI ($21.95) 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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