Xcel Wealth Management, LLC's ownership history for BRK.B


Xcel Wealth Management, LLC currently holds 11.9K shares with a market value of $6.0M. It started holding BRK.B on 2024-09-30. At its peak, it held 14.5K shares on 2024-12-31. Its highest holding value was $7.1M on 2025-03-31. At its lowest, it held 11.9K shares on 2025-09-30, with a value of $6.0M on 2025-09-30. In the recent 180 days, Xcel Wealth Management, LLC has decreased its shares by 1.4K. In the recent year, Xcel Wealth Management, LLC has decreased its shares by 2.6K.


Xcel Wealth Management, LLC's ownership history for BRK.B