HIM
Herald Investment Management’s Yelp YELP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-80,000
| Closed | -$3.1M | – | 100 |
|
|
2024
Q4 | $3.1M | Hold |
80,000
| – | – | 0.51% | 50 |
|
|
2024
Q3 | $2.81M | Hold |
80,000
| – | – | 0.48% | 51 |
|
|
2024
Q2 | $2.96M | Hold |
80,000
| – | – | 0.48% | 50 |
|
|
2024
Q1 | $3.15M | Hold |
80,000
| – | – | 0.51% | 49 |
|
|
2023
Q4 | $3.79M | Hold |
80,000
| – | – | 0.72% | 37 |
|
|
2023
Q3 | $3.33M | Hold |
80,000
| – | – | 0.71% | 40 |
|
|
2023
Q2 | $2.91M | Hold |
80,000
| – | – | 0.57% | 49 |
|
|
2023
Q1 | $2.46M | Hold |
80,000
| – | – | 0.55% | 53 |
|
|
2022
Q4 | $2.19M | Hold |
80,000
| – | – | 0.54% | 57 |
|
|
2022
Q3 | $2.71M | Hold |
80,000
| – | – | 0.67% | 47 |
|
|
2022
Q2 | $2.22M | Hold |
80,000
| – | – | 0.52% | 64 |
|
|
2022
Q1 | $2.73M | Hold |
80,000
| – | – | 0.5% | 61 |
|
|
2021
Q4 | $2.9M | Hold |
80,000
| – | – | 0.47% | 63 |
|
|
2021
Q3 | $2.98M | Hold |
80,000
| – | – | 0.49% | 63 |
|
|
2021
Q2 | $3.2M | Hold |
80,000
| – | – | 0.52% | 57 |
|
|
2021
Q1 | $3.12M | Hold |
80,000
| – | – | 0.54% | 59 |
|
|
2020
Q4 | $2.61M | Hold |
80,000
| – | – | 0.47% | 59 |
|
|
2020
Q3 | $1.61M | Hold |
80,000
| – | – | 0.35% | 72 |
|
|
2020
Q2 | $1.85M | Sell |
80,000
-10,000
| -11% | -$231K | 0.43% | 61 |
|
|
2020
Q1 | $1.62M | Hold |
90,000
| – | – | 0.49% | 49 |
|
|
2019
Q4 | $3.13M | Hold |
90,000
| – | – | 0.8% | 38 |
|
|
2019
Q3 | $3.13M | Hold |
90,000
| – | – | 0.93% | 32 |
|
|
2019
Q2 | $3.08M | Hold |
90,000
| – | – | 0.86% | 32 |
|
|
2019
Q1 | $3.1M | Hold |
90,000
| – | – | 0.79% | 33 |
|
|
2018
Q4 | $3.15M | Hold |
90,000
| – | – | 1.01% | 27 |
|
|
2018
Q3 | $4.43M | Hold |
90,000
| – | – | 1.13% | 26 |
|
|
2018
Q2 | $3.53M | Hold |
90,000
| – | – | 0.98% | 32 |
|
|
2018
Q1 | $3.76M | Hold |
90,000
| – | – | 1.12% | 25 |
|
|
2017
Q4 | $3.78M | Hold |
90,000
| – | – | 1.18% | 25 |
|
|
2017
Q3 | $3.9M | Hold |
90,000
| – | – | 1.26% | 25 |
|
|
2017
Q2 | $2.7M | Hold |
90,000
| – | – | 0.93% | 34 |
|
|
2017
Q1 | $2.95M | Hold |
90,000
| – | – | 1.08% | 28 |
|
|
2016
Q4 | $3.43M | Hold |
90,000
| – | – | 1.48% | 21 |
|
|
2016
Q3 | $3.75M | Hold |
90,000
| – | – | 1.39% | 25 |
|
|
2016
Q2 | $2.73M | Hold |
90,000
| – | – | 1.14% | 31 |
|
|
2016
Q1 | $1.79M | Hold |
90,000
| – | – | 0.76% | 42 |
|
|
2015
Q4 | $2.59M | Hold |
90,000
| – | – | 1.08% | 34 |
|
|
2015
Q3 | $1.95M | Buy |
+90,000
| New | +$1.95M | 0.86% | 36 |
|
|
2015
Q1 | $4.27M | Hold |
90,000
| – | – | 1.54% | 21 |
|
|
2014
Q4 | $4.93M | Hold |
90,000
| – | – | 1.91% | 21 |
|
|
2014
Q3 | $5.4M | Hold |
90,000
| – | – | 2.16% | 12 |
|
|
2014
Q2 | $6.9M | Hold |
90,000
| – | – | 2.74% | 10 |
|
|
2014
Q1 | $6.88M | Sell |
90,000
-40,000
| -31% | -$3.06M | 2.72% | 10 |
|
|
2013
Q4 | $8.96M | Hold |
130,000
| – | – | 3.58% | 6 |
|
|
2013
Q3 | $8.47M | Hold |
130,000
| – | – | 3.68% | 5 |
|
|
2013
Q2 | $4.52M | Buy |
+130,000
| New | +$4.52M | 2.11% | 17 |
|