Xcel Wealth Management’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	$355K	Hold	10,018	–	–	0.1%	117
2025 Q4	$458K	Sell	10,018 -2,210	-18%	-$111K	0.12%	105
2025 Q3	$703K	Sell	12,228 -2,600	-18%	-$136K	0.18%	86
2025 Q2	$688K	Sell	14,828 -9,000	-38%	-$347K	0.2%	80
2025 Q1	$849K	Sell	23,828 -24,110	-50%	-$657K	0.26%	71
2024 Q4	$1.26M	Sell	47,938 -23,880	-33%	-$708K	0.35%	55
2024 Q3	$2.25M	Sell	71,818 -7,195	-9%	-$302K	0.66%	37
2024 Q2	$4.51M	Sell	79,013 -8,034	-9%	-$607K	1.41%	19
2024 Q1	$7.22M	Sell	87,047 -15,821	-15%	-$1.08M	2.26%	13
2023 Q4	$5.61M	Buy	102,868 +595	+0.6%	+$31.8K	1.97%	15
2023 Q3	$5.85M	Buy	102,273 +22,923	+29%	+$1.29M	2.31%	12
2023 Q2	$3.95M	Sell	79,350 -1,200	-1%	-$47.7K	1.25%	22
2023 Q1	$2.5M	Buy	80,550 +10,347	+15%	+$326K	0.88%	30
2022 Q4	$2.43M	Sell	70,203 -8,550	-11%	-$279K	0.96%	28
2022 Q3	$2.38M	Sell	78,753 -7,350	-9%	-$230K	0.89%	34
2022 Q2	$1.87M	Sell	86,103 -2,700	-3%	-$52.1K	0.68%	43
2022 Q1	$1.63M	Buy	88,803 +28,200	+47%	+$506K	0.45%	58
2021 Q4	$1.51M	Buy	60,603 +22,503	+59%	+$623K	0.39%	62
2021 Q3	$1.14M	Buy	38,100 +17,100	+81%	+$439K	0.33%	66
2021 Q2	$533K	Buy	21,000 +7,500	+56%	+$153K	0.16%	92
2021 Q1	$216K	Buy	+13,500	New	+$253K	0.08%	122