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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.44M | Buy |
|
|||||
|
2025
Q2 | $1.87M | Buy |
|
|||||
|
2025
Q1 | $1.26M | Buy |
|
|||||
|
2024
Q4 | $751K | Sell |
|
|||||
|
2024
Q3 | $955K | Buy |
|
|||||
|
2024
Q2 | $1.23M | Buy |
|
|||||
|
2024
Q1 | $1.2M | Buy |
|
|||||
|
2023
Q4 | $739K | Buy |
|
|||||
|
2023
Q3 | $715K | Sell |
|
|||||
|
2023
Q2 | $683K | Buy |
|
|||||
|
2023
Q1 | $1.3K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $1.03M | Sell |
|
|||||
|
2020
Q4 | $2.28M | Buy |
|
|||||
|
2020
Q3 | $959K | Buy |
|
|||||
|
2020
Q2 | $462K | Hold |
|
|||||
|
2020
Q1 | $165K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $0 | Buy |
|