Peterson Wealth Services’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 | $722K | Buy |
15,566
+13,715
| +741% | +$636K | 0.2% | 79 |
|
|
2025
Q1 | $65.9K | Buy |
+1,851
| New | +$65.9K | 0.02% | 152 |
|
|
2024
Q4 | – | Sell |
-15,978
| Closed | -$501K | – | 220 |
|
|
2024
Q3 | $501K | Buy |
15,978
+3,008
| +23% | +$94.3K | 0.16% | 92 |
|
|
2024
Q2 | $740K | Buy |
12,970
+1,468
| +13% | +$83.8K | 0.26% | 77 |
|
|
2024
Q1 | $954K | Buy |
+11,502
| New | +$954K | 0.35% | 58 |
|