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EP Wealth Advisors’s Yelp YELP Stock Holding History

EP Wealth Advisors’s Portfolio YELP Stock Details YELP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$339K Sell
9,891
-285
-3% -$9.77K ﹤0.01% 948
2025
Q1 		$377K Buy
10,176
+1,682
+20% +$62.3K ﹤0.01% 811
2024
Q4 		$329K Buy
8,494
+967
+13% +$37.4K ﹤0.01% 833
2024
Q3 		$264K Buy
+7,527
New +$264K ﹤0.01% 912