CAPTRUST Financial Advisors’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $591K | Buy |
23,901
+11,648
| +95% | +$295K | ﹤0.01% | 1921 |
|
|
2025
Q4 | $372K | Buy |
12,253
+1,174
| +11% | +$36.2K | ﹤0.01% | 2082 |
|
|
2025
Q3 | $346K | Sell |
11,079
-15,328
| -58% | -$502K | ﹤0.01% | 2079 |
|
|
2025
Q2 | $905K | Buy |
26,407
+1,420
| +6% | +$51.3K | ﹤0.01% | 1409 |
|
|
2025
Q1 | $925K | Sell |
24,987
-2,673
| -10% | -$101K | ﹤0.01% | 1317 |
|
|
2024
Q4 | $1.07M | Buy |
27,660
+2,630
| +11% | +$95.9K | ﹤0.01% | 1198 |
|
|
2024
Q3 | $878K | Buy |
25,030
+54
| +0.2% | +$1.89K | ﹤0.01% | 1265 |
|
|
2024
Q2 | $923K | Sell |
24,976
-456
| -2% | -$17.5K | ﹤0.01% | 1188 |
|
|
2024
Q1 | $1M | Buy |
25,432
+3,227
| +15% | +$134K | ﹤0.01% | 1123 |
|
|
2023
Q4 | $1.05M | Buy |
22,205
+2,563
| +13% | +$113K | ﹤0.01% | 1231 |
|
|
2023
Q3 | $817K | Buy |
19,642
+8,471
| +76% | +$356K | ﹤0.01% | 1320 |
|
|
2023
Q2 | $407K | Buy |
11,171
+426
| +4% | +$13.7K | ﹤0.01% | 1749 |
|
|
2023
Q1 | $330K | Buy |
10,745
+94
| +0.9% | +$2.83K | ﹤0.01% | 1682 |
|
|
2022
Q4 | $291K | Buy |
10,651
+595
| +6% | +$18.9K | ﹤0.01% | 1681 |
|
|
2022
Q3 | $341K | Buy |
10,056
+2,622
| +35% | +$86.8K | ﹤0.01% | 1462 |
|
|
2022
Q2 | $206K | Buy |
7,434
+3,401
| +84% | +$106K | ﹤0.01% | 1680 |
|
|
2022
Q1 | $138K | Buy |
4,033
+563
| +16% | +$19.3K | ﹤0.01% | 2016 |
|
|
2021
Q4 | $126K | Buy |
3,470
+40
| +1% | +$1.5K | ﹤0.01% | 1978 |
|
|
2021
Q3 | $128K | Sell |
3,430
-3,450
| -50% | -$131K | ﹤0.01% | 1876 |
|
|
2021
Q2 | $275K | Buy |
6,880
+108
| +2% | +$4.29K | ﹤0.01% | 1324 |
|
|
2021
Q1 | $264K | Buy |
6,772
+6,637
| +4,916% | +$241K | ﹤0.01% | 1298 |
|
|
2020
Q4 | $4K | Buy |
135
+15
| +13% | +$394 | ﹤0.01% | 2949 |
|
|
2020
Q3 | $2K | Buy |
+120
| New | +$2.73K | ﹤0.01% | 2821 |
|
Other funds holding YELP
VPM
VCM
