Ownership history in Xcel Wealth Management, LLC · 26 quarters on record
This page tracks every 13F SEC filing in which Xcel Wealth Management, LLC reported a position in BOEING CO (BA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 54,294 | +5,064 | +10.3% | 3.00% | $11.8M | $217.12 |
| 2025 Q3 | ADDED | 49,230 | +5,327 | +12.1% | 2.76% | $10.6M | $215.83 |
| 2025 Q2 | REDUCED | 43,903 | -585 | -1.3% | 2.62% | $9.2M | $209.53 |
| 2025 Q1 | REDUCED | 44,488 | -2,970 | -6.3% | 2.36% | $7.6M | $170.55 |
| 2024 Q4 | REDUCED | 47,458 | -2,625 | -5.2% | 2.33% | $8.4M | $177.00 |
| 2024 Q3 | ADDED | 50,083 | +7,212 | +16.8% | 2.23% | $7.6M | $152.04 |
| 2024 Q2 | ADDED | 42,871 | +105 | +0.2% | 2.44% | $7.8M | $182.01 |
| 2024 Q1 | ADDED | 42,766 | +1,965 | +4.8% | 2.58% | $8.3M | $192.99 |
| 2023 Q4 | REDUCED | 40,801 | -356 | -0.9% | 3.73% | $10.6M | $260.66 |
| 2023 Q3 | REDUCED | 41,157 | -4,408 | -9.7% | 3.11% | $7.9M | $191.68 |
As of 2025 Q4 — sorted by position size