Creative Planning’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
40,474
+10,736
| +36% | +$368K | ﹤0.01% | 1592 |
|
|
2025
Q1 | $1.1M | Buy |
29,738
+4,713
| +19% | +$175K | ﹤0.01% | 1640 |
|
|
2024
Q4 | $968K | Buy |
25,025
+5,894
| +31% | +$228K | ﹤0.01% | 1659 |
|
|
2024
Q3 | $671K | Buy |
19,131
+12,008
| +169% | +$421K | ﹤0.01% | 1846 |
|
|
2024
Q2 | $263K | Sell |
7,123
-4,951
| -41% | -$183K | ﹤0.01% | 2459 |
|
|
2024
Q1 | $476K | Buy |
12,074
+1,867
| +18% | +$73.6K | ﹤0.01% | 1884 |
|
|
2023
Q4 | $483K | Buy |
10,207
+2,273
| +29% | +$108K | ﹤0.01% | 1731 |
|
|
2023
Q3 | $330K | Buy |
7,934
+1,429
| +22% | +$59.4K | ﹤0.01% | 1847 |
|
|
2023
Q2 | $237K | Buy |
+6,505
| New | +$237K | ﹤0.01% | 2084 |
|
|
2022
Q4 | – | Sell |
-7,392
| Closed | -$251K | – | 2486 |
|
|
2022
Q3 | $251K | Buy |
+7,392
| New | +$251K | ﹤0.01% | 1752 |
|
|
2021
Q2 | – | Sell |
-5,522
| Closed | -$215K | – | 2354 |
|
|
2021
Q1 | $215K | Buy |
+5,522
| New | +$215K | ﹤0.01% | 2010 |
|
|
2019
Q2 | – | Sell |
-8,468
| Closed | -$292K | – | 1971 |
|
|
2019
Q1 | $292K | Sell |
8,468
-236
| -3% | -$8.14K | ﹤0.01% | 1332 |
|
|
2018
Q4 | $305K | Sell |
8,704
-1,239
| -12% | -$43.4K | ﹤0.01% | 1217 |
|
|
2018
Q3 | $489K | Sell |
9,943
-331
| -3% | -$16.3K | ﹤0.01% | 1080 |
|
|
2018
Q2 | $403K | Buy |
10,274
+1,144
| +13% | +$44.9K | ﹤0.01% | 1180 |
|
|
2018
Q1 | $381K | Sell |
9,130
-5,540
| -38% | -$231K | ﹤0.01% | 1208 |
|
|
2017
Q4 | $616K | Sell |
14,670
-213
| -1% | -$8.94K | ﹤0.01% | 951 |
|
|
2017
Q3 | $644K | Buy |
14,883
+1,361
| +10% | +$58.9K | ﹤0.01% | 915 |
|
|
2017
Q2 | $406K | Buy |
13,522
+5,795
| +75% | +$174K | ﹤0.01% | 1115 |
|
|
2017
Q1 | $253K | Buy |
7,727
+58
| +0.8% | +$1.9K | ﹤0.01% | 1347 |
|
|
2016
Q4 | $292K | Buy |
7,669
+1,835
| +31% | +$69.9K | ﹤0.01% | 1198 |
|
|
2016
Q3 | $243K | Sell |
5,834
-2,195
| -27% | -$91.4K | ﹤0.01% | 1292 |
|
|
2016
Q2 | $244K | Buy |
8,029
+219
| +3% | +$6.66K | ﹤0.01% | 1153 |
|
|
2016
Q1 | $155K | Buy |
7,810
+2,044
| +35% | +$40.6K | ﹤0.01% | 1350 |
|
|
2015
Q4 | $166K | Sell |
5,766
-19,060
| -77% | -$549K | ﹤0.01% | 1308 |
|
|
2015
Q3 | $538K | Buy |
+24,826
| New | +$538K | ﹤0.01% | 713 |
|
|
2015
Q2 | – | Sell |
-4,096
| Closed | -$194K | – | 2930 |
|
|
2015
Q1 | $194K | Buy |
4,096
+25
| +0.6% | +$1.18K | ﹤0.01% | 1196 |
|
|
2014
Q4 | $223K | Buy |
4,071
+1,246
| +44% | +$68.3K | ﹤0.01% | 1069 |
|
|
2014
Q3 | $193K | Sell |
2,825
-720
| -20% | -$49.2K | ﹤0.01% | 1074 |
|
|
2014
Q2 | $272K | Sell |
3,545
-3,617
| -51% | -$278K | ﹤0.01% | 881 |
|
|
2014
Q1 | $551K | Buy |
7,162
+1,162
| +19% | +$89.4K | 0.01% | 581 |
|
|
2013
Q4 | $414K | Buy |
6,000
+2,300
| +62% | +$159K | 0.01% | 574 |
|
|
2013
Q3 | $245K | Buy |
3,700
+3,400
| +1,133% | +$225K | ﹤0.01% | 682 |
|
|
2013
Q2 | $10K | Buy |
+300
| New | +$10K | ﹤0.01% | 2288 |
|