Nisa Investment Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $100K | Sell |
2,928
-512
| -15% | -$17.5K | ﹤0.01% | 1392 |
|
|
2025
Q1 | $127K | Sell |
3,440
-623
| -15% | -$23.1K | ﹤0.01% | 1338 |
|
|
2024
Q4 | $157K | Buy |
4,063
+672
| +20% | +$26K | ﹤0.01% | 1359 |
|
|
2024
Q3 | $119K | Sell |
3,391
-321
| -9% | -$11.3K | ﹤0.01% | 1401 |
|
|
2024
Q2 | $137K | Buy |
3,712
+69
| +2% | +$2.55K | ﹤0.01% | 1401 |
|
|
2024
Q1 | $144K | Buy |
3,643
+475
| +15% | +$18.7K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $150K | Hold |
3,168
| – | – | ﹤0.01% | 1343 |
|
|
2023
Q3 | $132K | Hold |
3,168
| – | – | ﹤0.01% | 1423 |
|
|
2023
Q2 | $115K | Sell |
3,168
-205
| -6% | -$7.46K | ﹤0.01% | 1473 |
|
|
2023
Q1 | $104K | Sell |
3,373
-95,620
| -97% | -$2.95M | ﹤0.01% | 1493 |
|
|
2022
Q4 | $2.71M | Buy |
98,993
+95,003
| +2,381% | +$2.6M | 0.02% | 641 |
|
|
2022
Q3 | $151K | Buy |
3,990
+47
| +1% | +$1.78K | ﹤0.01% | 1352 |
|
|
2022
Q2 | $109K | Sell |
3,943
-987
| -20% | -$27.3K | ﹤0.01% | 1477 |
|
|
2022
Q1 | $168K | Buy |
4,930
+540
| +12% | +$18.4K | ﹤0.01% | 1450 |
|
|
2021
Q4 | $152K | Buy |
4,390
+480
| +12% | +$16.6K | ﹤0.01% | 1360 |
|
|
2021
Q3 | $146 | Hold |
3,910
| – | – | ﹤0.01% | 1537 |
|
|
2021
Q2 | $156 | Buy |
3,910
+660
| +20% | +$26 | ﹤0.01% | 1500 |
|
|
2021
Q1 | $127 | Hold |
3,250
| – | – | ﹤0.01% | 1654 |
|
|
2020
Q4 | $106K | Sell |
3,250
-85
| -3% | -$2.77K | ﹤0.01% | 1713 |
|
|
2020
Q3 | $67K | Buy |
3,335
+2,150
| +181% | +$43.2K | ﹤0.01% | 1686 |
|
|
2020
Q2 | $27K | Sell |
1,185
-625
| -35% | -$14.2K | ﹤0.01% | 1717 |
|
|
2020
Q1 | $33K | Buy |
1,810
+520
| +40% | +$9.48K | ﹤0.01% | 1618 |
|
|
2019
Q4 | $45K | Buy |
1,290
+440
| +52% | +$15.3K | ﹤0.01% | 1547 |
|
|
2019
Q3 | $30K | Hold |
850
| – | – | ﹤0.01% | 1591 |
|
|
2019
Q2 | $29K | Hold |
850
| – | – | ﹤0.01% | 1568 |
|
|
2019
Q1 | $29K | Hold |
850
| – | – | ﹤0.01% | 1579 |
|
|
2018
Q4 | $30K | Buy |
850
+500
| +143% | +$17.6K | ﹤0.01% | 1499 |
|
|
2018
Q3 | $17K | Hold |
350
| – | – | ﹤0.01% | 1581 |
|
|
2018
Q2 | $14K | Hold |
350
| – | – | ﹤0.01% | 1627 |
|
|
2018
Q1 | $15K | Buy |
+350
| New | +$15K | ﹤0.01% | 1542 |
|