Creative Planning’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 | $1.87M | Buy |
40,389
+4,958
| +14% | +$230K | ﹤0.01% | 1374 |
|
|
2025
Q1 | $1.26M | Buy |
35,431
+6,904
| +24% | +$246K | ﹤0.01% | 1521 |
|
|
2024
Q4 | $751K | Sell |
28,527
-1,933
| -6% | -$50.9K | ﹤0.01% | 1874 |
|
|
2024
Q3 | $955K | Buy |
30,460
+8,966
| +42% | +$281K | ﹤0.01% | 1549 |
|
|
2024
Q2 | $1.23M | Buy |
21,494
+7,051
| +49% | +$403K | ﹤0.01% | 1264 |
|
|
2024
Q1 | $1.2M | Buy |
14,443
+897
| +7% | +$74.4K | ﹤0.01% | 1219 |
|
|
2023
Q4 | $739K | Buy |
13,546
+1,048
| +8% | +$57.1K | ﹤0.01% | 1436 |
|
|
2023
Q3 | $715K | Sell |
12,498
-1,236
| -9% | -$70.7K | ﹤0.01% | 1327 |
|
|
2023
Q2 | $683K | Buy |
13,734
+13,692
| +32,600% | +$681K | ﹤0.01% | 1356 |
|
|
2023
Q1 | $1.3K | Buy |
+42
| New | +$1.3K | ﹤0.01% | 2448 |
|
|
2021
Q2 | – | Sell |
-64,140
| Closed | -$1.03M | – | 2051 |
|
|
2021
Q1 | $1.03M | Sell |
64,140
-71,745
| -53% | -$1.15M | ﹤0.01% | 1001 |
|
|
2020
Q4 | $2.28M | Buy |
135,885
+9,255
| +7% | +$155K | 0.01% | 611 |
|
|
2020
Q3 | $959K | Buy |
126,630
+8,880
| +8% | +$67.3K | ﹤0.01% | 811 |
|
|
2020
Q2 | $462K | Hold |
117,750
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q1 | $165K | Buy |
+117,750
| New | +$165K | ﹤0.01% | 1419 |
|
|
2017
Q3 | – | Sell |
-3
| Closed | – | – | 2131 |
|
|
2017
Q2 | $0 | Buy |
+3
| New | – | ﹤0.01% | 4501 |
|