HB Wealth Management’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $384K | Buy |
45,144
+19,991
| +79% | +$170K | ﹤0.01% | 825 |
|
|
2025
Q1 | $155K | Buy |
25,153
+83
| +0.3% | +$511 | ﹤0.01% | 1134 |
|
|
2024
Q4 | $156K | Hold |
25,070
| – | – | ﹤0.01% | 986 |
|
|
2024
Q3 | $173K | Sell |
25,070
-5,000
| -17% | -$34.6K | ﹤0.01% | 897 |
|
|
2024
Q2 | $161K | Hold |
30,070
| – | – | ﹤0.01% | 846 |
|
|
2024
Q1 | $181K | Hold |
30,070
| – | – | ﹤0.01% | 800 |
|
|
2023
Q4 | $177K | Buy |
30,070
+5,000
| +20% | +$29.5K | ﹤0.01% | 751 |
|
|
2023
Q3 | $159K | Hold |
25,070
| – | – | ﹤0.01% | 727 |
|
|
2023
Q2 | $284K | Buy |
25,070
+5,000
| +25% | +$56.6K | ﹤0.01% | 561 |
|
|
2023
Q1 | $193K | Hold |
20,070
| – | – | ﹤0.01% | 678 |
|
|
2022
Q4 | $131K | Buy |
+20,070
| New | +$131K | ﹤0.01% | 658 |
|