Back to RH
Xcel Wealth Management, LLC → RH
Xcel Wealth Management, LLC RH Position History
RH • Consumer Cyclical
Quarters held
8
Latest value
$19.1M
Q3 2026
Peak value
$26M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $25.5M |
| Q3 2025 | $393K |
| Q4 2025 | $19.7M |
| Q4 2025 | $2.7M |
| Q1 2026 | $19M |
| Q1 2026 | $1.9M |
| Q2 2026 | $26M |
| Q3 2026 | $19.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $19.1M | 156.8K | — | — |
| Q2 2026 | $26M | 157.7K | — | — |
| Q1 2026 | $1.9M | 13.8K | — | — |
| Q1 2026 | $19M | 135.8K | — | — |
| Q4 2025 | $2.7M | 15.1K | — | — |
| Q4 2025 | $19.7M | 110.1K | — | — |
| Q3 2025 | $393K | 139 | — | — |
| Q3 2025 | $25.5M | 125.7K | — | — |