Maltin 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 | $3.33M | Hold |
391,439
| – | – | 1.5% | 23 |
|
|
2025
Q1 | $2.41M | Hold |
391,439
| – | – | 1.13% | 31 |
|
|
2024
Q4 | $2.49M | Hold |
391,439
| – | – | 1.22% | 28 |
|
|
2024
Q3 | $2.71M | Hold |
391,439
| – | – | 1.32% | 24 |
|
|
2024
Q2 | $2.09M | Sell |
391,439
-2,115
| -0.5% | -$11.3K | 1.12% | 30 |
|
|
2024
Q1 | $2.37M | Hold |
393,554
| – | – | 1.33% | 23 |
|
|
2023
Q4 | $2.32M | Hold |
393,554
| – | – | 1.48% | 18 |
|
|
2023
Q3 | $2.49M | Sell |
393,554
-17,128
| -4% | -$108K | 1.74% | 14 |
|
|
2023
Q2 | $4.64M | Hold |
410,682
| – | – | 3.28% | 4 |
|
|
2023
Q1 | $3.95M | Hold |
410,682
| – | – | 2.85% | 7 |
|
|
2022
Q4 | $2.68M | Hold |
410,682
| – | – | 1.95% | 12 |
|
|
2022
Q3 | $1.83M | Hold |
410,682
| – | – | 1.45% | 20 |
|
|
2022
Q2 | $1.96M | Hold |
410,682
| – | – | 1.42% | 18 |
|
|
2022
Q1 | $2.83M | Sell |
410,682
-155,000
| -27% | -$1.07M | 1.87% | 11 |
|
|
2021
Q4 | $5.61M | Hold |
565,682
| – | – | 3.37% | 4 |
|
|
2021
Q3 | $6.81M | Hold |
565,682
| – | – | 4.18% | 5 |
|
|
2021
Q2 | $8.08M | Hold |
565,682
| – | – | 4.91% | 3 |
|
|
2021
Q1 | $8.19M | Hold |
565,682
| – | – | 5.31% | 3 |
|
|
2020
Q4 | $8.89M | Hold |
565,682
| – | – | 6.24% | 3 |
|
|
2020
Q3 | $8.59M | Hold |
565,682
| – | – | 6.11% | 3 |
|
|
2020
Q2 | $9.4M | Hold |
565,682
| – | – | 7.09% | 3 |
|
|
2020
Q1 | $5.76M | Sell |
565,682
-84,682
| -13% | -$863K | 4.9% | 4 |
|
|
2019
Q4 | $9.38M | Buy |
+650,364
| New | +$9.38M | 6.06% | 4 |
|