NewEdge Advisors’s Dave Inc DAVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $497K | Sell |
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|
2025
Q2 | $735K | Buy |
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|
2025
Q1 | $7.69K | Sell |
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|
2024
Q4 | $43.2K | Buy |
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|
2024
Q3 | $8.83K | Buy |
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|
2024
Q2 | $2.82K | Hold |
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|
2024
Q1 | $3.45K | Hold |
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|
2023
Q4 | $780 | Hold |
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|
2023
Q3 | $577 | Hold |
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|
2023
Q2 | $496 | Hold |
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|
2023
Q1 | $564 | Sell |
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|
2022
Q4 | $1 | Buy |
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