Meritage Portfolio 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
$562K Buy
16,387
+672
+4% +$23K 0.04% 235
2025
Q1
$582K Sell
15,715
-670
-4% -$24.8K 0.04% 227
2024
Q4
$634K Buy
16,385
+1,812
+12% +$70.1K 0.04% 232
2024
Q3
$511K Buy
14,573
+1,253
+9% +$43.9K 0.03% 251
2024
Q2
$492K Sell
13,320
-10
-0.1% -$369 0.03% 239
2024
Q1
$525K Sell
13,330
-791
-6% -$31.2K 0.03% 242
2023
Q4
$668K Buy
14,121
+308
+2% +$14.6K 0.04% 227
2023
Q3
$574K Sell
13,813
-467
-3% -$19.4K 0.04% 227
2023
Q2
$520K Buy
14,280
+5,534
+63% +$202K 0.04% 240
2023
Q1
$269K Buy
+8,746
New +$269K 0.02% 272
2022
Q2
Sell
-8,546
Closed -$292K 354
2022
Q1
$292K Buy
8,546
+834
+11% +$28.5K 0.02% 276
2021
Q4
$279K Buy
7,712
+552
+8% +$20K 0.02% 275
2021
Q3
$267K Buy
7,160
+447
+7% +$16.7K 0.02% 257
2021
Q2
$268K Buy
6,713
+1,068
+19% +$42.6K 0.02% 263
2021
Q1
$220K Buy
+5,645
New +$220K 0.01% 263