Cerity Partners’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $889K | Buy |
+19,157
| New | +$889K | ﹤0.01% | 1572 |
|
|
2025
Q1 | – | Sell |
-20,003
| Closed | -$537K | – | 2491 |
|
|
2024
Q4 | $537K | Buy |
20,003
+1,226
| +7% | +$32.9K | ﹤0.01% | 1719 |
|
|
2024
Q3 | $589K | Sell |
18,777
-122,999
| -87% | -$3.86M | ﹤0.01% | 1682 |
|
|
2024
Q2 | $8.09M | Sell |
141,776
-2,028
| -1% | -$116K | 0.02% | 480 |
|
|
2024
Q1 | $11.9M | Buy |
+143,804
| New | +$11.9M | 0.03% | 408 |
|