Charles Schwab’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $37.2M | Sell |
1,085,695
-34,294
| -3% | -$1.18M | 0.01% | 1280 |
|
2025
Q1 | $41.5M | Sell |
1,119,989
-21,382
| -2% | -$792K | 0.01% | 1197 |
|
2024
Q4 | $44.2M | Sell |
1,141,371
-33,236
| -3% | -$1.29M | 0.01% | 1219 |
|
2024
Q3 | $41.2M | Buy |
1,174,607
+56,618
| +5% | +$1.99M | 0.01% | 1255 |
|
2024
Q2 | $41.3M | Buy |
1,117,989
+47,266
| +4% | +$1.75M | 0.01% | 1204 |
|
2024
Q1 | $42.2M | Buy |
1,070,723
+50,779
| +5% | +$2M | 0.01% | 1146 |
|
2023
Q4 | $48.3M | Buy |
1,019,944
+12,511
| +1% | +$592K | 0.01% | 1004 |
|
2023
Q3 | $41.9M | Buy |
1,007,433
+33,669
| +3% | +$1.4M | 0.01% | 1003 |
|
2023
Q2 | $35.5M | Buy |
973,764
+8,944
| +0.9% | +$326K | 0.01% | 1107 |
|
2023
Q1 | $29.6M | Buy |
964,820
+47,024
| +5% | +$1.44M | 0.01% | 1180 |
|
2022
Q4 | $25.1M | Buy |
917,796
+15,526
| +2% | +$424K | 0.01% | 1272 |
|
2022
Q3 | $30.6M | Buy |
902,270
+43,794
| +5% | +$1.49M | 0.01% | 1085 |
|
2022
Q2 | $23.8M | Buy |
858,476
+25,411
| +3% | +$706K | 0.01% | 1267 |
|
2022
Q1 | $28.4M | Buy |
833,065
+34,429
| +4% | +$1.17M | 0.01% | 1265 |
|
2021
Q4 | $28.9M | Buy |
798,636
+107,505
| +16% | +$3.9M | 0.01% | 1288 |
|
2021
Q3 | $25.7M | Buy |
691,131
+39,998
| +6% | +$1.49M | 0.01% | 1364 |
|
2021
Q2 | $26M | Buy |
651,133
+24,964
| +4% | +$998K | 0.01% | 1368 |
|
2021
Q1 | $24.4M | Buy |
626,169
+32,900
| +6% | +$1.28M | 0.01% | 1376 |
|
2020
Q4 | $19.4M | Buy |
593,269
+19,511
| +3% | +$637K | 0.01% | 1430 |
|
2020
Q3 | $11.5M | Sell |
573,758
-19,843
| -3% | -$399K | 0.01% | 1590 |
|
2020
Q2 | $13.7M | Buy |
593,601
+25,426
| +4% | +$588K | 0.01% | 1429 |
|
2020
Q1 | $10.2M | Buy |
568,175
+49,675
| +10% | +$896K | 0.01% | 1440 |
|
2019
Q4 | $18.1M | Buy |
518,500
+35,982
| +7% | +$1.25M | 0.01% | 1282 |
|
2019
Q3 | $16.8M | Buy |
482,518
+15,288
| +3% | +$531K | 0.01% | 1261 |
|
2019
Q2 | $16M | Buy |
467,230
+3,619
| +0.8% | +$124K | 0.01% | 1293 |
|
2019
Q1 | $16M | Buy |
463,611
+12,352
| +3% | +$426K | 0.01% | 1254 |
|
2018
Q4 | $15.8M | Sell |
451,259
-2,860
| -0.6% | -$100K | 0.01% | 1140 |
|
2018
Q3 | $22.3M | Buy |
454,119
+20,669
| +5% | +$1.02M | 0.01% | 1072 |
|
2018
Q2 | $17M | Buy |
433,450
+28,586
| +7% | +$1.12M | 0.01% | 1211 |
|
2018
Q1 | $16.9M | Buy |
404,864
+17,835
| +5% | +$745K | 0.01% | 1124 |
|
2017
Q4 | $16.2M | Buy |
387,029
+30,578
| +9% | +$1.28M | 0.01% | 1139 |
|
2017
Q3 | $15.4M | Buy |
356,451
+61,061
| +21% | +$2.64M | 0.01% | 1113 |
|
2017
Q2 | $8.87M | Buy |
295,390
+136,444
| +86% | +$4.1M | 0.01% | 1441 |
|
2017
Q1 | $5.21M | Buy |
158,946
+13,632
| +9% | +$446K | 0.01% | 1738 |
|
2016
Q4 | $5.54M | Buy |
145,314
+17,820
| +14% | +$679K | 0.01% | 1672 |
|
2016
Q3 | $5.32M | Buy |
127,494
+16,326
| +15% | +$681K | 0.01% | 1611 |
|
2016
Q2 | $3.38M | Buy |
111,168
+3,576
| +3% | +$109K | ﹤0.01% | 1802 |
|
2016
Q1 | $2.14M | Sell |
107,592
-14,396
| -12% | -$286K | ﹤0.01% | 2021 |
|
2015
Q4 | $3.51M | Buy |
121,988
+22,292
| +22% | +$642K | ﹤0.01% | 1745 |
|
2015
Q3 | $2.16M | Sell |
99,696
-57,780
| -37% | -$1.25M | ﹤0.01% | 2024 |
|
2015
Q2 | $6.78M | Buy |
157,476
+10,036
| +7% | +$432K | 0.01% | 1346 |
|
2015
Q1 | $6.98M | Buy |
147,440
+22,020
| +18% | +$1.04M | 0.01% | 1258 |
|
2014
Q4 | $6.87M | Buy |
125,420
+7,997
| +7% | +$438K | 0.01% | 1188 |
|
2014
Q3 | $8.02M | Buy |
117,423
+33,118
| +39% | +$2.26M | 0.01% | 991 |
|
2014
Q2 | $6.47M | Sell |
84,305
-49,024
| -37% | -$3.76M | 0.01% | 1188 |
|
2014
Q1 | $10.3M | Buy |
133,329
+24,258
| +22% | +$1.87M | 0.02% | 788 |
|
2013
Q4 | $7.52M | Buy |
109,071
+32,002
| +42% | +$2.21M | 0.01% | 937 |
|
2013
Q3 | $5.48M | Buy |
77,069
+12,807
| +20% | +$911K | 0.01% | 1100 |
|
2013
Q2 | $2.19M | Buy |
+64,262
| New | +$2.19M | ﹤0.01% | 1705 |
|