XCEL WEALTH MANAGEMENT, LLC – Microsoft Corporation Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$1.72M
portfolio value
XCEL WEALTH MANAGEMENT, LLC quarter portfolio value change:
-9.32%
quarter
Microsoft Corporation 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.84% | 600 shares | -22K | $232.9 | 7.38K |
| Q2 2022 | share | Decrease | -9.83% | -740 shares | -578K | $256.83 | 6.78K |
| Q1 2022 | share | Increase | +1.07% | 80 shares | -184K | $308.31 | 7.52K |
| Q4 2021 | share | Increase | +4.16% | 297 shares | 489K | $339.32 | 7.44K |
| Q3 2021 | share | Increase | +0.13% | 9 shares | 81K | $281.41 | 7.14K |
| Q2 2021 | share | Increase | +23.68% | 1.36K shares | 573K | $269.89 | 7.13K |
| Q1 2021 | share | Increase | +7.57% | 406 shares | 168K | $234.35 | 5.77K |
| Q4 2020 | share | Increase | +7.08% | 355 shares | 140K | $220.57 | 5.36K |
| Q3 2020 | share | Decrease | -2.22% | -114 shares | 11K | $208.03 | 5.01K |
| Q2 2020 | share | Decrease | -10.65% | -611 shares | 138K | $200.8 | 5.12K |
| Q1 2020 | share | Increase | +83.73% | 2.61K shares | 412K | $155.18 | 5.73K |
| Q4 2019 | share | 0.00% | 0 shares | 58K | $154.75 | 3.12K | |
| Q3 2019 | share | Decrease | -29.40% | -1.3K shares | -158K | $135.97 | 3.12K |
| Q2 2019 | share | Increase | +18.17% | 680 shares | 151K | $130.56 | 4.42K |
| Q1 2019 | share | Decrease | -20.25% | -950 shares | -35K | $114.53 | 3.74K |
| Q4 2018 | share | Increase | 0.00% | 4.69K shares | 476K | $98.21 | 4.69K |