Acorn Financial Advisory Services’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-9,936
| Closed | -$385K | – | 210 |
|
|
2024
Q4 | $385K | Hold |
9,936
| – | – | 0.06% | 140 |
|
|
2024
Q3 | $349K | Sell |
9,936
-3,006
| -23% | -$105K | 0.06% | 144 |
|
|
2024
Q2 | $478K | Sell |
12,942
-2,437
| -16% | -$90K | 0.09% | 110 |
|
|
2024
Q1 | $606K | Buy |
15,379
+3,703
| +32% | +$146K | 0.11% | 93 |
|
|
2023
Q4 | $553K | Hold |
11,676
| – | – | 0.1% | 127 |
|
|
2023
Q3 | $486K | Buy |
11,676
+537
| +5% | +$22.3K | 0.09% | 136 |
|
|
2023
Q2 | $406K | Buy |
+11,139
| New | +$406K | 0.07% | 159 |
|
|
2023
Q1 | – | Sell |
-13,350
| Closed | -$365K | – | 231 |
|
|
2022
Q4 | $365K | Hold |
13,350
| – | – | 0.08% | 152 |
|
|
2022
Q3 | $453K | Sell |
13,350
-2,000
| -13% | -$67.9K | 0.11% | 127 |
|
|
2022
Q2 | $426K | Sell |
15,350
-6,793
| -31% | -$189K | 0.1% | 133 |
|
|
2022
Q1 | $755K | Buy |
+22,143
| New | +$755K | 0.15% | 96 |
|