Creative Planning’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
42,569
-2,247
| -5% | -$107K | ﹤0.01% | 2133 |
|
|
2025
Q4 | $2.05M | Buy |
44,816
+2,296
| +5% | +$116K | ﹤0.01% | 1713 |
|
|
2025
Q3 | $2.44M | Buy |
42,520
+2,131
| +5% | +$111K | ﹤0.01% | 1381 |
|
|
2025
Q2 | $1.87M | Buy |
40,389
+4,958
| +14% | +$191K | ﹤0.01% | 1378 |
|
|
2025
Q1 | $1.26M | Buy |
35,431
+6,904
| +24% | +$188K | ﹤0.01% | 1525 |
|
|
2024
Q4 | $751K | Sell |
28,527
-1,933
| -6% | -$57.3K | ﹤0.01% | 1879 |
|
|
2024
Q3 | $955K | Buy |
30,460
+8,966
| +42% | +$377K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $1.23M | Buy |
21,494
+7,051
| +49% | +$533K | ﹤0.01% | 1268 |
|
|
2024
Q1 | $1.2M | Buy |
14,443
+897
| +7% | +$61.5K | ﹤0.01% | 1222 |
|
|
2023
Q4 | $739K | Buy |
13,546
+1,048
| +8% | +$55.9K | ﹤0.01% | 1440 |
|
|
2023
Q3 | $715K | Sell |
12,498
-1,236
| -9% | -$69.5K | ﹤0.01% | 1330 |
|
|
2023
Q2 | $683K | Buy |
13,734
+13,692
| +32,600% | +$544K | ﹤0.01% | 1362 |
|
|
2023
Q1 | $1.3K | Buy |
+42
| New | +$1.32K | ﹤0.01% | 2531 |
|
|
2021
Q2 | – | Sell |
-64,140
| Closed | -$1.03M | – | 2156 |
|
|
2021
Q1 | $1.03M | Sell |
64,140
-71,745
| -53% | -$1.35M | ﹤0.01% | 1013 |
|
|
2020
Q4 | $2.28M | Buy |
135,885
+9,255
| +7% | +$92.4K | 0.01% | 619 |
|
|
2020
Q3 | $959K | Buy |
126,630
+8,880
| +8% | +$53.6K | ﹤0.01% | 819 |
|
|
2020
Q2 | $462K | Hold |
117,750
| – | – | ﹤0.01% | 1072 |
|
|
2020
Q1 | $165K | Buy |
+117,750
| New | +$208K | ﹤0.01% | 1433 |
|
|
2017
Q3 | – | Sell |
-3
| Closed | – | – | 2176 |
|
|
2017
Q2 | $0 | Buy |
+3
| New | +$4 | ﹤0.01% | 4635 |
|
Other funds holding CELH
VPM
VCM
