Independent Advisor Alliance’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 | $304K | Sell |
6,561
-3,377
| -34% | -$157K | 0.01% | 718 |
|
|
2025
Q1 | $354K | Buy |
+9,938
| New | +$354K | 0.01% | 612 |
|
|
2024
Q3 | – | Sell |
-3,957
| Closed | -$226K | – | 716 |
|
|
2024
Q2 | $226K | Sell |
3,957
-643
| -14% | -$36.7K | 0.01% | 643 |
|
|
2024
Q1 | $381K | Buy |
4,600
+304
| +7% | +$25.2K | 0.01% | 517 |
|
|
2023
Q4 | $234K | Buy |
+4,296
| New | +$234K | 0.01% | 606 |
|
|
2021
Q4 | – | Sell |
-10,950
| Closed | -$329K | – | 678 |
|
|
2021
Q3 | $329K | Hold |
10,950
| – | – | 0.02% | 472 |
|
|
2021
Q2 | $278K | Buy |
+10,950
| New | +$278K | 0.02% | 522 |
|