LWMI
YEXT icon

Legacy Wealth Management (Idaho)’s Yext YEXT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-75
Closed -$462 866
2025
Q1
$462 Hold
75
﹤0.01% 703
2024
Q4
$486 Hold
75
﹤0.01% 659
2024
Q3
$600 Buy
+75
New +$600 ﹤0.01% 589