Nisa 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 | $15.5K | Buy |
1,818
+1,081
| +147% | +$9.19K | ﹤0.01% | 2067 |
|
|
2025
Q1 | $4.54K | Hold |
737
| – | – | ﹤0.01% | 2280 |
|
|
2024
Q4 | $4.69K | Sell |
737
-61
| -8% | -$388 | ﹤0.01% | 2292 |
|
|
2024
Q3 | $5.52K | Buy |
798
+446
| +127% | +$3.09K | ﹤0.01% | 2203 |
|
|
2024
Q2 | $1.88K | Buy |
352
+154
| +78% | +$824 | ﹤0.01% | 2381 |
|
|
2024
Q1 | $1.19K | Buy |
198
+66
| +50% | +$398 | ﹤0.01% | 2335 |
|
|
2023
Q4 | $777 | Sell |
132
-3,900
| -97% | -$23K | ﹤0.01% | 2314 |
|
|
2023
Q3 | $25.5K | Hold |
4,032
| – | – | ﹤0.01% | 1935 |
|
|
2023
Q2 | $45.6K | Hold |
4,032
| – | – | ﹤0.01% | 1777 |
|
|
2023
Q1 | $39K | Hold |
4,032
| – | – | ﹤0.01% | 1795 |
|
|
2022
Q4 | $26K | Hold |
4,032
| – | – | ﹤0.01% | 1985 |
|
|
2022
Q3 | $21K | Buy |
4,032
+132
| +3% | +$687 | ﹤0.01% | 2043 |
|
|
2022
Q2 | $19K | Buy |
3,900
+1,200
| +44% | +$5.85K | ﹤0.01% | 2065 |
|
|
2022
Q1 | $19K | Buy |
2,700
+1,390
| +106% | +$9.78K | ﹤0.01% | 2065 |
|
|
2021
Q4 | $11K | Hold |
1,310
| – | – | ﹤0.01% | 2019 |
|
|
2021
Q3 | $16 | Hold |
1,310
| – | – | ﹤0.01% | 2142 |
|
|
2021
Q2 | $19 | Sell |
1,310
-2,700
| -67% | -$39 | ﹤0.01% | 2147 |
|
|
2021
Q1 | $58 | Hold |
4,010
| – | – | ﹤0.01% | 1949 |
|
|
2020
Q4 | $63K | Sell |
4,010
-150
| -4% | -$2.36K | ﹤0.01% | 1923 |
|
|
2020
Q3 | $63K | Buy |
4,160
+3,100
| +292% | +$46.9K | ﹤0.01% | 1716 |
|
|
2020
Q2 | $18K | Hold |
1,060
| – | – | ﹤0.01% | 1803 |
|
|
2020
Q1 | $11K | Buy |
1,060
+380
| +56% | +$3.94K | ﹤0.01% | 1842 |
|
|
2019
Q4 | $10K | Hold |
680
| – | – | ﹤0.01% | 1832 |
|
|
2019
Q3 | $11K | Buy |
680
+210
| +45% | +$3.4K | ﹤0.01% | 1767 |
|
|
2019
Q2 | $9K | Hold |
470
| – | – | ﹤0.01% | 1791 |
|
|
2019
Q1 | $10K | Hold |
470
| – | – | ﹤0.01% | 1763 |
|
|
2018
Q4 | $7K | Hold |
470
| – | – | ﹤0.01% | 1736 |
|
|
2018
Q3 | $11K | Buy |
+470
| New | +$11K | ﹤0.01% | 1704 |
|