XCEL WEALTH MANAGEMENT, LLC – The Walt Disney Company Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$3.57M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-0.07%
quarter
The Walt Disney Company 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.31% | -1.29K shares | -125K | $94.33 | 37.85K |
| Q2 2022 | share | Increase | +33.82% | 9.89K shares | -317K | $94.4 | 39.15K |
| Q1 2022 | share | Increase | +28.73% | 6.53K shares | 492K | $137.16 | 29.26K |
| Q4 2021 | share | Increase | +70.45% | 9.39K shares | 1.26M | $155.93 | 22.73K |
| Q3 2021 | share | Increase | +22.17% | 2.42K shares | 337K | $169.17 | 13.33K |
| Q2 2021 | share | Increase | +45.55% | 3.41K shares | 535K | $175.77 | 10.91K |
| Q1 2021 | share | Increase | +6.04% | 427 shares | 103K | $184.52 | 7.5K |
| Q4 2020 | share | Decrease | -0.01% | -1 shares | 404K | $181.18 | 7.07K |
| Q3 2020 | share | Decrease | -18.91% | -1.65K shares | -95K | $124.08 | 7.07K |
| Q2 2020 | share | Decrease | -68.03% | -18.56K shares | -1.66M | $111.51 | 8.72K |
| Q1 2020 | share | Increase | +7.59% | 1.92K shares | -1.03M | $96.6 | 27.29K |
| Q4 2019 | share | Increase | +1.39% | 347 shares | 408K | $144.63 | 25.36K |
| Q3 2019 | share | Decrease | -1.26% | -318 shares | -277K | $129.54 | 25.01K |
| Q2 2019 | share | Increase | +15.69% | 3.43K shares | 1.10M | $137.95 | 25.33K |
| Q1 2019 | share | Increase | +25.26% | 4.41K shares | 514K | $109.69 | 21.89K |
| Q4 2018 | share | Increase | 0.00% | 17.48K shares | 1.91M | $108.33 | 17.48K |