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 |
|