Back to MS-PP
Xcel Wealth Management, LLC → MS-PP
Xcel Wealth Management, LLC MS-PP Position History
MS-PP
Quarters held
5
Latest value
$7.5M
Q3 2026
Peak value
$8.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.8M |
| Q4 2025 | $8.7M |
| Q1 2026 | $7.4M |
| Q2 2026 | $8.5M |
| Q3 2026 | $7.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.5M | 40.0K | — | — |
| Q2 2026 | $8.5M | 40.7K | — | — |
| Q1 2026 | $7.4M | 44.7K | — | — |
| Q4 2025 | $8.7M | 49.1K | — | — |
| Q3 2025 | $7.8M | 49.1K | — | — |