CWP
Cyndeo Wealth Partners’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
+7,743
| New | +$359K | 0.02% | 353 |
|
|
2025
Q1 | – | Sell |
-17,743
| Closed | -$467K | – | 455 |
|
|
2024
Q4 | $467K | Sell |
17,743
-2,621
| -13% | -$69K | 0.03% | 305 |
|
|
2024
Q3 | $639K | Buy |
20,364
+1
| +0% | +$31 | 0.04% | 265 |
|
|
2024
Q2 | $1.16M | Buy |
20,363
+45
| +0.2% | +$2.57K | 0.09% | 194 |
|
|
2024
Q1 | $1.68M | Buy |
20,318
+16,206
| +394% | +$1.34M | 0.14% | 165 |
|
|
2023
Q4 | $224K | Sell |
4,112
-4,196
| -51% | -$229K | 0.02% | 343 |
|
|
2023
Q3 | $1.43M | Buy |
+8,308
| New | +$1.43M | 0.15% | 151 |
|