XWM
Xcel Wealth Management’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Sell |
14,828
-9,000
| -38% | -$418K | 0.2% | 80 |
|
|
2025
Q1 | $849K | Sell |
23,828
-24,110
| -50% | -$859K | 0.26% | 71 |
|
|
2024
Q4 | $1.26M | Sell |
47,938
-23,880
| -33% | -$629K | 0.35% | 55 |
|
|
2024
Q3 | $2.25M | Sell |
71,818
-7,195
| -9% | -$226K | 0.66% | 37 |
|
|
2024
Q2 | $4.51M | Sell |
79,013
-8,034
| -9% | -$459K | 1.41% | 19 |
|
|
2024
Q1 | $7.22M | Sell |
87,047
-15,821
| -15% | -$1.31M | 2.26% | 13 |
|
|
2023
Q4 | $5.61M | Buy |
102,868
+68,777
| +202% | +$3.75M | 1.97% | 15 |
|
|
2023
Q3 | $5.85M | Buy |
34,091
+7,641
| +29% | +$1.31M | 2.31% | 12 |
|
|
2023
Q2 | $3.95M | Sell |
26,450
-400
| -1% | -$59.7K | 1.25% | 22 |
|
|
2023
Q1 | $2.5M | Buy |
26,850
+3,449
| +15% | +$321K | 0.88% | 30 |
|
|
2022
Q4 | $2.43M | Sell |
23,401
-2,850
| -11% | -$297K | 0.96% | 28 |
|
|
2022
Q3 | $2.38M | Sell |
26,251
-2,450
| -9% | -$222K | 0.89% | 34 |
|
|
2022
Q2 | $1.87M | Sell |
28,701
-900
| -3% | -$58.7K | 0.68% | 43 |
|
|
2022
Q1 | $1.63M | Buy |
29,601
+9,400
| +47% | +$519K | 0.45% | 58 |
|
|
2021
Q4 | $1.51M | Buy |
20,201
+7,501
| +59% | +$559K | 0.39% | 62 |
|
|
2021
Q3 | $1.14M | Buy |
12,700
+5,700
| +81% | +$513K | 0.33% | 66 |
|
|
2021
Q2 | $533K | Buy |
7,000
+2,500
| +56% | +$190K | 0.16% | 92 |
|
|
2021
Q1 | $216K | Buy |
+4,500
| New | +$216K | 0.08% | 122 |
|