Pathstone Holdings’s Yelp YELP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,172
| Closed | -$239K | – | 2363 |
|
|
2024
Q4 | $239K | Buy |
6,172
+98
| +2% | +$3.79K | ﹤0.01% | 2081 |
|
|
2024
Q3 | $213K | Buy |
6,074
+642
| +12% | +$22.5K | ﹤0.01% | 2135 |
|
|
2024
Q2 | $201K | Buy |
+5,432
| New | +$201K | ﹤0.01% | 2145 |
|
|
2024
Q1 | – | Sell |
-5,085
| Closed | -$241K | – | 2341 |
|
|
2023
Q4 | $241K | Buy |
+5,085
| New | +$241K | ﹤0.01% | 1962 |
|