XCEL WEALTH MANAGEMENT, LLC – Brown & Brown, Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$390,000
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
+3.67%
quarter
Brown & Brown, Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 14K | $60.48 | 6.44K | |
| Q2 2022 | share | Increase | +4.88% | 300 shares | -68K | $58.34 | 6.44K |
| Q1 2022 | share | Decrease | -1.28% | -80 shares | 6K | $72.27 | 6.14K |
| Q4 2021 | share | Increase | +3.32% | 200 shares | 104K | $69.81 | 6.22K |
| Q3 2021 | share | Increase | +1.48% | 88 shares | 18K | $55.36 | 6.02K |
| Q2 2021 | share | Increase | +25.40% | 1.20K shares | 100K | $52.96 | 5.93K |
| Q1 2021 | share | 0.00% | 0 shares | -8K | $45.48 | 4.73K | |
| Q4 2020 | share | 0.00% | 0 shares | 10K | $47.07 | 4.73K | |
| Q3 2020 | share | Increase | 0.00% | 4.73K shares | 214K | $44.85 | 4.73K |