Moneta Group Investment Advisors’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $118K | Sell |
13,876
-6,411
| -32% | -$54.5K | ﹤0.01% | 685 |
|
|
2025
Q1 | $125K | Buy |
20,287
+145
| +0.7% | +$893 | ﹤0.01% | 646 |
|
|
2024
Q4 | $128K | Hold |
20,142
| – | – | ﹤0.01% | 646 |
|
|
2024
Q3 | $139K | Buy |
20,142
+2,627
| +15% | +$18.2K | ﹤0.01% | 628 |
|
|
2024
Q2 | $93.7K | Buy |
17,515
+178
| +1% | +$952 | ﹤0.01% | 592 |
|
|
2024
Q1 | $105K | Hold |
17,337
| – | – | ﹤0.01% | 586 |
|
|
2023
Q4 | $102K | Buy |
17,337
+2,656
| +18% | +$15.6K | ﹤0.01% | 543 |
|
|
2023
Q3 | $92.9K | Sell |
14,681
-12
| -0.1% | -$76 | ﹤0.01% | 505 |
|
|
2023
Q2 | $166K | Buy |
14,693
+706
| +5% | +$7.99K | ﹤0.01% | 522 |
|
|
2023
Q1 | $134K | Buy |
+13,987
| New | +$134K | ﹤0.01% | 508 |
|