SWA
SOA Wealth Advisors’s Celsius Holdings CELH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $173K | Sell |
3,738
-262
| -7% | -$12.2K | 0.03% | 211 |
|
|
2025
Q1 | $142K | Hold |
4,000
| – | – | 0.03% | 220 |
|
|
2024
Q4 | $105K | Buy |
4,000
+2,000
| +100% | +$52.7K | 0.02% | 246 |
|
|
2024
Q3 | $62.7K | Hold |
2,000
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $114K | Hold |
2,000
| – | – | 0.02% | 232 |
|
|
2024
Q1 | $166K | Hold |
2,000
| – | – | 0.03% | 197 |
|
|
2023
Q4 | $109K | Buy |
+2,000
| New | +$109K | 0.02% | 225 |
|