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 MORGAN STANLEY (MS). 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 | REDUCED | 49,060 | -10 | -0.0% | 2.22% | $8.7M | $176.56 |
| 2025 Q3 | REDUCED | 49,070 | -500 | -1.0% | 2.03% | $7.8M | $157.13 |
| 2025 Q2 | REDUCED | 49,570 | -405 | -0.8% | 1.99% | $7.0M | $138.28 |
| 2025 Q1 | REDUCED | 49,975 | -3,030 | -5.7% | 1.82% | $5.8M | $113.62 |
| 2024 Q4 | REDUCED | 53,005 | -5,110 | -8.8% | 1.85% | $6.7M | $121.63 |
| 2024 Q3 | REDUCED | 58,115 | -160 | -0.3% | 1.77% | $6.1M | $100.05 |
| 2024 Q2 | REDUCED | 58,275 | -670 | -1.1% | 1.77% | $5.7M | $92.46 |
| 2024 Q1 | REDUCED | 58,945 | -1,610 | -2.7% | 1.74% | $5.6M | $88.75 |
| 2023 Q4 | ADDED | 60,555 | +15,966 | +35.8% | 1.98% | $5.6M | $87.04 |
| 2023 Q3 | ADDED | 44,589 | +9,429 | +26.8% | 1.44% | $3.6M | $75.31 |
As of 2025 Q4 — sorted by position size