Caliber Wealth Management, LLC
- SEC CIK
- 0001800453
- Latest filing
- Apr 25, 2024
CELH holding history
Celsius Holdings, Inc. in every 13F filed by Caliber Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CELH overviewAll 13F holders of CELHFull Q1 2024 holdings
- Shares (Q1 2024)
- 28,400
- Value
- $2.35M
- % of portfolio
- 1.3%
- Quarters held
- 4
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 28,400 | $2.35M | 1.3% | −446−1.5% | Reduced | Holders |
| Q4 2023 | 28,846 | $1.57M | 0.9% | +1,522+5.6% | AddedConverted for a 3-for-1 split | Holders |
| Q3 2023 | 9,108 | $1.56M | 1.1% | +1,242+15.8% | Added | Holders |
| Q2 2023 | 7,866 | $1.17M | 0.8% | +7,866 | New | Holders |