Geneos Wealth Management’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23K | Sell |
672
-365
| -35% | -$12.5K | ﹤0.01% | 1964 |
|
|
2025
Q1 | $38.4K | Buy |
1,037
+914
| +743% | +$33.8K | ﹤0.01% | 2040 |
|
|
2024
Q4 | $4.76K | Hold |
123
| – | – | ﹤0.01% | 2348 |
|
|
2024
Q3 | $4.32K | Buy |
+123
| New | +$4.32K | ﹤0.01% | 2111 |
|
|
2017
Q4 | – | Sell |
-100
| Closed | -$4K | – | 2225 |
|
|
2017
Q3 | $4K | Sell |
100
-250
| -71% | -$10K | ﹤0.01% | 1849 |
|
|
2017
Q2 | $10K | Sell |
350
-175
| -33% | -$5K | ﹤0.01% | 1553 |
|
|
2017
Q1 | $17K | Buy |
525
+400
| +320% | +$13K | ﹤0.01% | 1310 |
|
|
2016
Q4 | $4K | Hold |
125
| – | – | ﹤0.01% | 1719 |
|
|
2016
Q3 | $5K | Buy |
125
+25
| +25% | +$1K | ﹤0.01% | 1597 |
|
|
2016
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1642 |
|
|
2016
Q1 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1761 |
|