O'Shaughnessy Asset 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 | $647K | Buy |
18,894
+12,508
| +196% | +$429K | ﹤0.01% | 1245 |
|
2025
Q1 | $236K | Buy |
6,386
+147
| +2% | +$5.44K | ﹤0.01% | 1708 |
|
2024
Q4 | $241K | Sell |
6,239
-12,965
| -68% | -$502K | ﹤0.01% | 1645 |
|
2024
Q3 | $662K | Buy |
19,204
+979
| +5% | +$33.7K | 0.01% | 1088 |
|
2024
Q2 | $673K | Sell |
18,225
-165
| -0.9% | -$6.1K | 0.01% | 997 |
|
2024
Q1 | $725K | Sell |
18,390
-593
| -3% | -$23.4K | 0.01% | 936 |
|
2023
Q4 | $899K | Buy |
18,983
+5,263
| +38% | +$249K | 0.01% | 792 |
|
2023
Q3 | $571K | Buy |
+13,720
| New | +$571K | 0.01% | 879 |
|
2021
Q4 | – | Sell |
-361
| Closed | -$13K | – | 2533 |
|
2021
Q3 | $13K | Buy |
+361
| New | +$13K | ﹤0.01% | 2095 |
|