Pinnacle Wealth Planning Services’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $41.1K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $130K | Hold |
|
|||||
|
2024
Q2 | $101K | Hold |
|
|||||
|
2024
Q1 | $113K | Hold |
|
|||||
|
2023
Q4 | $111K | Hold |
|
|||||
|
2023
Q3 | $119K | Sell |
|
|||||
|
2023
Q2 | $213K | Buy |
|
|||||
|
2023
Q1 | $181K | Hold |
|
|||||
|
2022
Q4 | $123K | Buy |
|
|||||
|
2022
Q3 | $81K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $85K | Buy |
|