Carson Wealth (CWM LLC)’s Yext YEXT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $124K | Buy |
14,574
+4,893
| +51% | +$41.6K | ﹤0.01% | 2542 |
|
|
2025
Q1 | $60K | Buy |
9,681
+898
| +10% | +$5.57K | ﹤0.01% | 2828 |
|
|
2024
Q4 | $56K | Buy |
8,783
+1,706
| +24% | +$10.9K | ﹤0.01% | 2720 |
|
|
2024
Q3 | $49K | Buy |
7,077
+6,173
| +683% | +$42.7K | ﹤0.01% | 2709 |
|
|
2024
Q2 | $5K | Buy |
904
+650
| +256% | +$3.6K | ﹤0.01% | 3914 |
|
|
2024
Q1 | $2K | Sell |
254
-216
| -46% | -$1.7K | ﹤0.01% | 4043 |
|
|
2023
Q4 | $3K | Sell |
470
-188
| -29% | -$1.2K | ﹤0.01% | 3750 |
|
|
2023
Q3 | $4K | Buy |
658
+226
| +52% | +$1.37K | ﹤0.01% | 3612 |
|
|
2023
Q2 | $5K | Hold |
432
| – | – | ﹤0.01% | 3480 |
|
|
2023
Q1 | $4K | Hold |
432
| – | – | ﹤0.01% | 3437 |
|
|
2022
Q4 | $3K | Sell |
432
-68
| -14% | -$472 | ﹤0.01% | 3468 |
|
|
2022
Q3 | $2K | Sell |
500
-2,436
| -83% | -$9.74K | ﹤0.01% | 3554 |
|
|
2022
Q2 | $14K | Buy |
2,936
+2,711
| +1,205% | +$12.9K | ﹤0.01% | 2392 |
|
|
2022
Q1 | $2K | Buy |
225
+175
| +350% | +$1.56K | ﹤0.01% | 3236 |
|
|
2021
Q4 | $0 | Buy |
+50
| New | – | ﹤0.01% | 3645 |
|
|
2021
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2021
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2020
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q2 | $1K | Hold |
50
| – | – | ﹤0.01% | 2838 |
|
|
2019
Q1 | $1K | Buy |
50
+8
| +19% | +$160 | ﹤0.01% | 2838 |
|
|
2018
Q4 | $1K | Buy |
+42
| New | +$1K | ﹤0.01% | 2012 |
|