Carson Wealth (CWM LLC)’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $960K | Buy |
20,698
+13,362
| +182% | +$620K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $261K | Buy |
7,336
+5,908
| +414% | +$210K | ﹤0.01% | 1752 |
|
|
2024
Q4 | $38K | Buy |
1,428
+47
| +3% | +$1.25K | ﹤0.01% | 2979 |
|
|
2024
Q3 | $43K | Sell |
1,381
-2,137
| -61% | -$66.5K | ﹤0.01% | 2798 |
|
|
2024
Q2 | $201K | Sell |
3,518
-15
| -0.4% | -$857 | ﹤0.01% | 1580 |
|
|
2024
Q1 | $293K | Buy |
3,533
+473
| +15% | +$39.2K | ﹤0.01% | 1338 |
|
|
2023
Q4 | $167K | Buy |
3,060
+15
| +0.5% | +$819 | ﹤0.01% | 1493 |
|
|
2023
Q3 | $174K | Buy |
3,045
+1,527
| +101% | +$87.3K | ﹤0.01% | 1360 |
|
|
2023
Q2 | $75K | Buy |
1,518
+867
| +133% | +$42.8K | ﹤0.01% | 1716 |
|
|
2023
Q1 | $20K | Sell |
651
-438
| -40% | -$13.5K | ﹤0.01% | 2497 |
|
|
2022
Q4 | $38K | Buy |
1,089
+168
| +18% | +$5.86K | ﹤0.01% | 1905 |
|
|
2022
Q3 | $28K | Sell |
921
-591
| -39% | -$18K | ﹤0.01% | 1994 |
|
|
2022
Q2 | $33K | Buy |
1,512
+303
| +25% | +$6.61K | ﹤0.01% | 1828 |
|
|
2022
Q1 | $22K | Buy |
1,209
+903
| +295% | +$16.4K | ﹤0.01% | 2009 |
|
|
2021
Q4 | $8K | Buy |
+306
| New | +$8K | ﹤0.01% | 2454 |
|