IFP Advisors’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $810K | Buy |
22,819
+908
| +4% | +$43K | 0.02% | 768 |
|
|
2025
Q4 | $1M | Buy |
21,911
+770
| +4% | +$38.8K | 0.02% | 666 |
|
|
2025
Q3 | $1.22M | Sell |
21,141
-5,013
| -19% | -$262K | 0.03% | 530 |
|
|
2025
Q2 | $1.21M | Sell |
26,154
-1,846
| -7% | -$71.1K | 0.03% | 522 |
|
|
2025
Q1 | $1,000K | Sell |
28,000
-2,285
| -8% | -$62.3K | 0.03% | 550 |
|
|
2024
Q4 | $799K | Buy |
30,285
+5,315
| +21% | +$158K | 0.03% | 582 |
|
|
2024
Q3 | $783K | Buy |
24,970
+4,120
| +20% | +$173K | 0.03% | 540 |
|
|
2024
Q2 | $1.19M | Sell |
20,850
-247
| -1% | -$18.7K | 0.05% | 396 |
|
|
2024
Q1 | $1.75M | Buy |
21,097
+221
| +1% | +$15.2K | 0.08% | 276 |
|
|
2023
Q4 | $1.14M | Buy |
20,876
+221
| +1% | +$11.8K | 0.05% | 359 |
|
|
2023
Q3 | $1.18M | Buy |
20,655
+2,250
| +12% | +$127K | 0.05% | 353 |
|
|
2023
Q2 | $915K | Buy |
18,405
+3,588
| +24% | +$143K | 0.04% | 455 |
|
|
2023
Q1 | $23.2K | Buy |
14,817
+2,262
| +18% | +$71.4K | ﹤0.01% | 1953 |
|
|
2022
Q4 | $38K | Buy |
12,555
+2,070
| +20% | +$67.5K | ﹤0.01% | 2424 |
|
|
2022
Q3 | $41K | Sell |
10,485
-2,199
| -17% | -$68.9K | ﹤0.01% | 2519 |
|
|
2022
Q2 | $28K | Hold |
12,684
| – | – | ﹤0.01% | 2569 |
|
|
2022
Q1 | $28K | Buy |
12,684
+5,991
| +90% | +$108K | ﹤0.01% | 2569 |
|
|
2021
Q4 | $167K | Buy |
6,693
+4,722
| +240% | +$131K | ﹤0.01% | 1036 |
|
|
2021
Q3 | $60K | Buy |
1,971
+3
| +0.2% | +$77 | ﹤0.01% | 1510 |
|
|
2021
Q2 | $50K | Buy |
+1,968
| New | +$40.1K | ﹤0.01% | 1516 |
|
|
2021
Q1 | – | Sell |
-1,230
| Closed | -$23.1K | – | 3210 |
|
|
2020
Q4 | $20K | Buy |
+1,230
| New | +$12.3K | ﹤0.01% | 1791 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 2992 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 2874 |
|
Other funds holding CELH
VPM
VCM
