MWM
Moran Wealth Management’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.95M | Buy |
171,268
+88,941
| +108% | +$4.13M | 0.24% | 126 |
|
|
2025
Q1 | $2.93M | Buy |
82,327
+3,679
| +5% | +$131K | 0.1% | 239 |
|
|
2024
Q4 | $2.07M | Buy |
78,648
+67,896
| +631% | +$1.79M | 0.07% | 254 |
|
|
2024
Q3 | $337K | Buy |
10,752
+4,353
| +68% | +$137K | 0.01% | 386 |
|
|
2024
Q2 | $365K | Sell |
6,399
-19,939
| -76% | -$1.14M | 0.01% | 362 |
|
|
2024
Q1 | $2.18M | Buy |
26,338
+1,838
| +8% | +$152K | 0.07% | 252 |
|
|
2023
Q4 | $1.34M | Buy |
24,500
+17,579
| +254% | +$958K | 0.05% | 279 |
|
|
2023
Q3 | $1.19M | Sell |
6,921
-671
| -9% | -$115K | 0.05% | 248 |
|
|
2023
Q2 | $1.13M | Buy |
+7,592
| New | +$1.13M | 0.04% | 245 |
|
|
2023
Q1 | – | Sell |
-2,178
| Closed | -$227K | – | 358 |
|
|
2022
Q4 | $227K | Buy |
+2,178
| New | +$227K | 0.01% | 333 |
|