AE Wealth Management’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,056
| Closed | -$336K | – | 1241 |
|
|
2024
Q1 | $336K | Sell |
4,056
-66,148
| -94% | -$5.48M | ﹤0.01% | 930 |
|
|
2023
Q4 | $3.68M | Buy |
70,204
+28,156
| +67% | +$1.48M | 0.02% | 691 |
|
|
2023
Q3 | $2.41M | Sell |
42,048
-2,337
| -5% | -$134K | 0.01% | 787 |
|
|
2023
Q2 | $2.21M | Buy |
44,385
+10,056
| +29% | +$500K | 0.01% | 815 |
|
|
2023
Q1 | $1.06M | Buy |
34,329
+1,527
| +5% | +$47.3K | 0.01% | 1019 |
|
|
2022
Q4 | $1.14M | Buy |
32,802
+1,974
| +6% | +$68.5K | 0.01% | 934 |
|
|
2022
Q3 | $932K | Sell |
30,828
-3
| -0% | -$91 | 0.01% | 968 |
|
|
2022
Q2 | $671K | Sell |
30,831
-7,890
| -20% | -$172K | 0.01% | 1047 |
|
|
2022
Q1 | $712K | Buy |
38,721
+1,683
| +5% | +$30.9K | ﹤0.01% | 1061 |
|
|
2021
Q4 | $921K | Sell |
37,038
-148,518
| -80% | -$3.69M | 0.01% | 957 |
|
|
2021
Q3 | $5.57M | Buy |
185,556
+177,603
| +2,233% | +$5.33M | 0.05% | 356 |
|
|
2021
Q2 | $202K | Buy |
+7,953
| New | +$202K | ﹤0.01% | 1494 |
|