Creative Planning’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.17M | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.1M | Buy |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $671K | Buy |
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|
2024
Q2 | $263K | Sell |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $483K | Buy |
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|
2023
Q3 | $330K | Buy |
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|
2023
Q2 | $237K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $251K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $305K | Sell |
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|
2018
Q3 | $489K | Sell |
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|
2018
Q2 | $403K | Buy |
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|
2018
Q1 | $381K | Sell |
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|
2017
Q4 | $616K | Sell |
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|
2017
Q3 | $644K | Buy |
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|
2017
Q2 | $406K | Buy |
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|
2017
Q1 | $253K | Buy |
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|
2016
Q4 | $292K | Buy |
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|
2016
Q3 | $243K | Sell |
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|
2016
Q2 | $244K | Buy |
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|
2016
Q1 | $155K | Buy |
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|
2015
Q4 | $166K | Sell |
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|
2015
Q3 | $538K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $194K | Buy |
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|
2014
Q4 | $223K | Buy |
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|
2014
Q3 | $193K | Sell |
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|
2014
Q2 | $272K | Sell |
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|
2014
Q1 | $551K | Buy |
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|
2013
Q4 | $414K | Buy |
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|
2013
Q3 | $245K | Buy |
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|
2013
Q2 | $10K | Buy |
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