EverSource Wealth Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.59K | Buy |
1,128
+48
| +4% | +$408 | ﹤0.01% | 2825 |
|
|
2025
Q1 | $6.65K | Buy |
1,080
+66
| +7% | +$407 | ﹤0.01% | 2350 |
|
|
2024
Q4 | $6.45K | Buy |
1,014
+58
| +6% | +$369 | ﹤0.01% | 2232 |
|
|
2024
Q3 | $6.62K | Hold |
956
| – | – | ﹤0.01% | 2098 |
|
|
2024
Q2 | $5.51K | Hold |
956
| – | – | ﹤0.01% | 2189 |
|
|
2024
Q1 | $5.25K | Hold |
956
| – | – | ﹤0.01% | 2034 |
|
|
2023
Q4 | $5.63K | Hold |
956
| – | – | ﹤0.01% | 1810 |
|
|
2023
Q3 | $6.05K | Hold |
956
| – | – | ﹤0.01% | 1629 |
|
|
2023
Q2 | $10.8K | Hold |
956
| – | – | ﹤0.01% | 1401 |
|
|
2023
Q1 | $9.19K | Hold |
956
| – | – | ﹤0.01% | 1406 |
|
|
2022
Q4 | $6.24K | Buy |
956
+600
| +169% | +$3.92K | ﹤0.01% | 1517 |
|
|
2022
Q3 | $2K | Hold |
356
| – | – | ﹤0.01% | 1747 |
|
|
2022
Q2 | $2K | Buy |
+356
| New | +$2K | ﹤0.01% | 1592 |
|