Newbridge Financial Services Group’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $139K | Sell |
4,050
-100
| -2% | -$3.43K | 0.02% | 338 |
|
|
2025
Q1 | $154K | Hold |
4,150
| – | – | 0.04% | 221 |
|
|
2024
Q4 | $161K | Buy |
+4,150
| New | +$161K | 0.04% | 229 |
|
|
2024
Q3 | – | Sell |
-5,100
| Closed | -$188K | – | 1138 |
|
|
2024
Q2 | $188K | Sell |
5,100
-100
| -2% | -$3.7K | 0.07% | 195 |
|
|
2024
Q1 | $205K | Sell |
5,200
-150
| -3% | -$5.91K | 0.09% | 188 |
|
|
2023
Q4 | $253K | Hold |
5,350
| – | – | 0.12% | 158 |
|
|
2023
Q3 | $223K | Sell |
5,350
-480
| -8% | -$20K | 0.11% | 178 |
|
|
2023
Q2 | $212K | Hold |
5,830
| – | – | 0.1% | 195 |
|
|
2023
Q1 | $179K | Hold |
5,830
| – | – | 0.1% | 207 |
|
|
2022
Q4 | $159K | Hold |
5,830
| – | – | 0.09% | 216 |
|
|
2022
Q3 | $198K | Sell |
5,830
-1,400
| -19% | -$47.5K | 0.12% | 189 |
|
|
2022
Q2 | $201K | Hold |
7,230
| – | – | 0.12% | 165 |
|
|
2022
Q1 | $247K | Sell |
7,230
-100
| -1% | -$3.42K | 0.12% | 160 |
|
|
2021
Q4 | $266K | Hold |
7,330
| – | – | 0.13% | 164 |
|
|
2021
Q3 | $273K | Hold |
7,330
| – | – | 0.17% | 130 |
|
|
2021
Q2 | $293K | Sell |
7,330
-400
| -5% | -$16K | 0.18% | 126 |
|
|
2021
Q1 | $301K | Sell |
7,730
-1,057
| -12% | -$41.2K | 0.22% | 112 |
|
|
2020
Q4 | $287K | Sell |
8,787
-1,550
| -15% | -$50.6K | 0.24% | 99 |
|
|
2020
Q3 | $208K | Buy |
+10,337
| New | +$208K | 0.2% | 109 |
|