Carson Wealth (CWM LLC)’s Celsius Holdings CELH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$520K	Sell	14,658 -14,243	-49%	-$675K	﹤0.01%	1988
2025 Q4	$1.32M	Sell	28,901 -349	-1%	-$17.6K	﹤0.01%	1347
2025 Q3	$1.68M	Buy	29,250 +8,552	+41%	+$447K	0.01%	1166
2025 Q2	$960K	Buy	20,698 +13,362	+182%	+$515K	﹤0.01%	1256
2025 Q1	$261K	Buy	7,336 +5,908	+414%	+$161K	﹤0.01%	1754
2024 Q4	$38K	Buy	1,428 +47	+3%	+$1.39K	﹤0.01%	2981
2024 Q3	$43K	Sell	1,381 -2,137	-61%	-$89.7K	﹤0.01%	2800
2024 Q2	$201K	Sell	3,518 -15	-0.4%	-$1.13K	﹤0.01%	1582
2024 Q1	$293K	Buy	3,533 +473	+15%	+$32.4K	﹤0.01%	1339
2023 Q4	$167K	Buy	3,060 +15	+0.5%	+$801	﹤0.01%	1495
2023 Q3	$174K	Buy	3,045 +1,527	+101%	+$85.9K	﹤0.01%	1361
2023 Q2	$75K	Buy	1,518 +867	+133%	+$34.5K	﹤0.01%	1718
2023 Q1	$20K	Sell	651 -438	-40%	-$13.8K	﹤0.01%	2499
2022 Q4	$38K	Buy	1,089 +168	+18%	+$5.48K	﹤0.01%	1907
2022 Q3	$28K	Sell	921 -591	-39%	-$18.5K	﹤0.01%	1996
2022 Q2	$33K	Buy	1,512 +303	+25%	+$5.84K	﹤0.01%	1830
2022 Q1	$22K	Buy	1,209 +903	+295%	+$16.2K	﹤0.01%	2012
2021 Q4	$8K	Buy	+306	New	+$8.47K	﹤0.01%	2462