Annex Advisory Services’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-44,235
| Closed | -$1.17M | – | 314 |
|
2024
Q4 | $1.17M | Buy |
+44,235
| New | +$1.17M | 0.04% | 148 |
|
2024
Q3 | – | Sell |
-132,009
| Closed | -$7.54M | – | 290 |
|
2024
Q2 | $7.54M | Buy |
132,009
+33,043
| +33% | +$1.89M | 0.27% | 65 |
|
2024
Q1 | $8.21M | Sell |
98,966
-3,673
| -4% | -$305K | 0.29% | 60 |
|
2023
Q4 | $5.6M | Buy |
+102,639
| New | +$5.6M | 0.23% | 72 |
|