WAM

Wakefield Asset Management’s Yelp YELP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-27,153	Closed	-$1.05M	–	233
2024 Q4	$1.05M	Buy	+27,153	New	+$1.05M	0.35%	88
2019 Q2	–	Sell	-16,181	Closed	-$558K	–	238
2019 Q1	$558K	Buy	+16,181	New	+$558K	0.2%	114