Wealth Management Associates’s Celsius Holdings CELH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,740
| Closed | -$211K | – | 212 |
|
|
2024
Q3 | $211K | Sell |
6,740
-1,740
| -21% | -$54.6K | 0.09% | 194 |
|
|
2024
Q2 | $484K | Hold |
8,480
| – | – | 0.23% | 86 |
|
|
2024
Q1 | $484K | Buy |
8,480
+3,500
| +70% | +$200K | 0.23% | 86 |
|
|
2023
Q4 | $272K | Buy |
4,980
+165
| +3% | +$9K | 0.14% | 153 |
|
|
2023
Q3 | $275K | Buy |
+4,815
| New | +$275K | 0.16% | 141 |
|