Private Wealth Management Group’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714 | Hold |
84
| – | – | ﹤0.01% | 1351 |
|
|
2025
Q1 | $518 | Hold |
84
| – | – | ﹤0.01% | 1402 |
|
|
2024
Q4 | $535 | Hold |
84
| – | – | ﹤0.01% | 1437 |
|
|
2024
Q3 | $582 | Hold |
84
| – | – | ﹤0.01% | 1403 |
|
|
2024
Q2 | $450 | Hold |
84
| – | – | ﹤0.01% | 1463 |
|
|
2024
Q1 | $507 | Sell |
84
-379
| -82% | -$2.29K | ﹤0.01% | 1443 |
|
|
2023
Q4 | $2.73K | Buy |
+463
| New | +$2.73K | ﹤0.01% | 839 |
|