Carson Wealth (CWM LLC)’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $890K | Buy |
25,968
+2,646
| +11% | +$90.7K | ﹤0.01% | 1302 |
|
|
2025
Q1 | $864K | Buy |
23,322
+18,718
| +407% | +$693K | ﹤0.01% | 1212 |
|
|
2024
Q4 | $178K | Buy |
4,604
+1,036
| +29% | +$40.1K | ﹤0.01% | 1900 |
|
|
2024
Q3 | $125K | Buy |
3,568
+1,665
| +87% | +$58.3K | ﹤0.01% | 2053 |
|
|
2024
Q2 | $70K | Buy |
1,903
+377
| +25% | +$13.9K | ﹤0.01% | 2230 |
|
|
2024
Q1 | $60K | Buy |
1,526
+975
| +177% | +$38.3K | ﹤0.01% | 2181 |
|
|
2023
Q4 | $26K | Sell |
551
-131
| -19% | -$6.18K | ﹤0.01% | 2609 |
|
|
2023
Q3 | $28K | Buy |
682
+22
| +3% | +$903 | ﹤0.01% | 2466 |
|
|
2023
Q2 | $24K | Sell |
660
-168
| -20% | -$6.11K | ﹤0.01% | 2524 |
|
|
2023
Q1 | $25K | Buy |
828
+159
| +24% | +$4.8K | ﹤0.01% | 2359 |
|
|
2022
Q4 | $18K | Sell |
669
-144
| -18% | -$3.87K | ﹤0.01% | 2459 |
|
|
2022
Q3 | $28K | Buy |
813
+251
| +45% | +$8.65K | ﹤0.01% | 2015 |
|
|
2022
Q2 | $16K | Buy |
562
+518
| +1,177% | +$14.7K | ﹤0.01% | 2283 |
|
|
2022
Q1 | $2K | Buy |
44
+10
| +29% | +$455 | ﹤0.01% | 3235 |
|
|
2021
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 3384 |
|
|
2021
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2021
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2020
Q1 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2019
Q4 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2019
Q3 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2019
Q2 | $1K | Hold |
34
| – | – | ﹤0.01% | 2837 |
|
|
2019
Q1 | $1K | Sell |
34
-63,184
| -100% | -$1.86M | ﹤0.01% | 2837 |
|
|
2018
Q4 | $2.21M | Buy |
+63,218
| New | +$2.21M | 0.06% | 273 |
|