Corient Private Wealth’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $302K | Buy |
8,804
+1,921
| +28% | +$65.8K | ﹤0.01% | 2063 |
|
|
2025
Q1 | $255K | Sell |
6,883
-4,037
| -37% | -$149K | ﹤0.01% | 1938 |
|
|
2024
Q4 | $423K | Sell |
10,920
-70
| -0.6% | -$2.71K | ﹤0.01% | 1708 |
|
|
2024
Q3 | $386K | Buy |
10,990
+5,071
| +86% | +$178K | ﹤0.01% | 1858 |
|
|
2024
Q2 | $219K | Buy |
5,919
+72
| +1% | +$2.66K | ﹤0.01% | 2075 |
|
|
2024
Q1 | $230K | Buy |
5,847
+20
| +0.3% | +$788 | ﹤0.01% | 2018 |
|
|
2023
Q4 | $276K | Hold |
5,827
| – | – | ﹤0.01% | 1902 |
|
|
2023
Q3 | $242K | Hold |
5,827
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q2 | $212K | Buy |
+5,827
| New | +$212K | ﹤0.01% | 1837 |
|