DWM
Diversify Wealth Management’s Celsius Holdings CELH Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $4.33M | Buy |
79,086
+3,879
| +5% | +$212K | 0.27% | 114 |
|
2025
Q1 | $2.67M | Buy |
75,207
+22,976
| +44% | +$815K | 0.2% | 139 |
|
2024
Q4 | $1.4M | Buy |
52,231
+2,850
| +6% | +$76.3K | 0.11% | 181 |
|
2024
Q3 | $1.5M | Buy |
49,381
+20,486
| +71% | +$624K | 0.14% | 157 |
|
2024
Q2 | $1.19M | Buy |
+28,895
| New | +$1.19M | 0.15% | 144 |
|