FA
Fiduciary Alliance’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,134
| Closed | -$241K | – | 390 |
|
|
2024
Q4 | $241K | Sell |
9,134
-2,250
| -20% | -$59.3K | 0.02% | 321 |
|
|
2024
Q3 | $357K | Buy |
11,384
+1,711
| +18% | +$53.7K | 0.05% | 191 |
|
|
2024
Q2 | $554K | Sell |
9,673
-35,915
| -79% | -$2.06M | 0.09% | 122 |
|
|
2024
Q1 | $3.76M | Sell |
45,588
-12,716
| -22% | -$1.05M | 0.66% | 43 |
|
|
2023
Q4 | $3.18M | Buy |
58,304
+38,944
| +201% | +$2.12M | 0.63% | 45 |
|
|
2023
Q3 | $3.32M | Sell |
19,360
-6,160
| -24% | -$1.06M | 0.77% | 39 |
|
|
2023
Q2 | $3.81M | Sell |
25,520
-764
| -3% | -$114K | 0.82% | 37 |
|
|
2023
Q1 | $2.44M | Buy |
26,284
+118
| +0.5% | +$11K | 0.61% | 45 |
|
|
2022
Q4 | $2.72M | Buy |
+26,166
| New | +$2.72M | 0.7% | 45 |
|