Exencial Wealth Advisors’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 | $2.17M | Buy |
46,800
+38,226
| +446% | +$1.77M | 0.08% | 207 |
|
|
2025
Q1 | $1.64M | Buy |
+8,574
| New | +$1.64M | 0.06% | 232 |
|
|
2024
Q4 | – | Sell |
-11,287
| Closed | -$354K | – | 495 |
|
|
2024
Q3 | $354K | Sell |
11,287
-5,209
| -32% | -$163K | 0.01% | 409 |
|
|
2024
Q2 | $942K | Buy |
16,496
+2,278
| +16% | +$130K | 0.04% | 276 |
|
|
2024
Q1 | $1.18M | Buy |
+14,218
| New | +$1.18M | 0.04% | 253 |
|