Edgestream Partners’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.9M | Buy |
230,507
+153,417
| +199% | +$5.26M | 0.22% | 155 |
|
|
2025
Q1 | $2.85M | Buy |
+77,090
| New | +$2.85M | 0.1% | 389 |
|
|
2024
Q3 | – | Sell |
-169,786
| Closed | -$6.27M | – | 1114 |
|
|
2024
Q2 | $6.27M | Buy |
169,786
+104,330
| +159% | +$3.85M | 0.3% | 68 |
|
|
2024
Q1 | $2.58M | Buy |
65,456
+47,348
| +261% | +$1.87M | 0.13% | 276 |
|
|
2023
Q4 | $857K | Buy |
+18,108
| New | +$857K | 0.06% | 483 |
|
|
2023
Q3 | – | Sell |
-21,829
| Closed | -$795K | – | 1005 |
|
|
2023
Q2 | $795K | Buy |
+21,829
| New | +$795K | 0.07% | 410 |
|