Charles Schwab’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.34M | Sell |
863,646
-12,105
| -1% | -$103K | ﹤0.01% | 2156 |
|
|
2025
Q1 | $5.39M | Sell |
875,751
-167,757
| -16% | -$1.03M | ﹤0.01% | 2239 |
|
|
2024
Q4 | $6.64M | Sell |
1,043,508
-149,311
| -13% | -$950K | ﹤0.01% | 2200 |
|
|
2024
Q3 | $8.25M | Buy |
1,192,819
+47,983
| +4% | +$332K | ﹤0.01% | 2123 |
|
|
2024
Q2 | $6.12M | Buy |
1,144,836
+11,961
| +1% | +$64K | ﹤0.01% | 2266 |
|
|
2024
Q1 | $6.83M | Buy |
1,132,875
+24,452
| +2% | +$147K | ﹤0.01% | 2176 |
|
|
2023
Q4 | $6.53M | Buy |
1,108,423
+186,838
| +20% | +$1.1M | ﹤0.01% | 2198 |
|
|
2023
Q3 | $5.83M | Buy |
921,585
+61,136
| +7% | +$387K | ﹤0.01% | 2183 |
|
|
2023
Q2 | $9.73M | Buy |
860,449
+73,189
| +9% | +$828K | ﹤0.01% | 1924 |
|
|
2023
Q1 | $7.57M | Sell |
787,260
-16,460
| -2% | -$158K | ﹤0.01% | 2003 |
|
|
2022
Q4 | $5.25M | Buy |
803,720
+10,236
| +1% | +$66.8K | ﹤0.01% | 2191 |
|
|
2022
Q3 | $3.54M | Sell |
793,484
-43,918
| -5% | -$196K | ﹤0.01% | 2395 |
|
|
2022
Q2 | $4M | Sell |
837,402
-3,226
| -0.4% | -$15.4K | ﹤0.01% | 2287 |
|
|
2022
Q1 | $5.79M | Buy |
840,628
+35,193
| +4% | +$242K | ﹤0.01% | 2208 |
|
|
2021
Q4 | $7.99M | Buy |
805,435
+17,774
| +2% | +$176K | ﹤0.01% | 2117 |
|
|
2021
Q3 | $9.48M | Buy |
787,661
+76,592
| +11% | +$921K | ﹤0.01% | 2043 |
|
|
2021
Q2 | $10.2M | Buy |
711,069
+35,399
| +5% | +$506K | ﹤0.01% | 1992 |
|
|
2021
Q1 | $9.78M | Buy |
675,670
+27,263
| +4% | +$395K | ﹤0.01% | 1974 |
|
|
2020
Q4 | $10.2M | Buy |
648,407
+21,134
| +3% | +$332K | ﹤0.01% | 1857 |
|
|
2020
Q3 | $9.52M | Sell |
627,273
-30,621
| -5% | -$465K | ﹤0.01% | 1732 |
|
|
2020
Q2 | $10.9M | Buy |
657,894
+64,893
| +11% | +$1.08M | 0.01% | 1594 |
|
|
2020
Q1 | $6.04M | Buy |
593,001
+15,282
| +3% | +$156K | ﹤0.01% | 1741 |
|
|
2019
Q4 | $8.33M | Buy |
577,719
+14,864
| +3% | +$214K | ﹤0.01% | 1744 |
|
|
2019
Q3 | $8.94M | Buy |
562,855
+54,664
| +11% | +$869K | 0.01% | 1662 |
|
|
2019
Q2 | $10.2M | Buy |
508,191
+32,918
| +7% | +$661K | 0.01% | 1583 |
|
|
2019
Q1 | $10.4M | Buy |
475,273
+96,940
| +26% | +$2.12M | 0.01% | 1561 |
|
|
2018
Q4 | $5.62M | Buy |
378,333
+9,151
| +2% | +$136K | ﹤0.01% | 1843 |
|
|
2018
Q3 | $8.75M | Sell |
369,182
-5,304
| -1% | -$126K | 0.01% | 1729 |
|
|
2018
Q2 | $7.24M | Buy |
374,486
+307,619
| +460% | +$5.95M | 0.01% | 1804 |
|
|
2018
Q1 | $846K | Buy |
66,867
+1,521
| +2% | +$19.2K | ﹤0.01% | 2569 |
|
|
2017
Q4 | $787K | Buy |
65,346
+21,628
| +49% | +$260K | ﹤0.01% | 2591 |
|
|
2017
Q3 | $581K | Buy |
43,718
+2,262
| +5% | +$30.1K | ﹤0.01% | 2676 |
|
|
2017
Q2 | $553K | Buy |
+41,456
| New | +$553K | ﹤0.01% | 2655 |
|