Weil Company’s Yext YEXT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-42,143
| Closed | -$254K | – | 161 |
|
|
2024
Q1 | $254K | Hold |
42,143
| – | – | 0.1% | 135 |
|
|
2023
Q4 | $248K | Sell |
42,143
-21,807
| -34% | -$128K | 0.11% | 122 |
|
|
2023
Q3 | $405K | Sell |
63,950
-34,045
| -35% | -$216K | 0.2% | 88 |
|
|
2023
Q2 | $1.11M | Sell |
97,995
-23,000
| -19% | -$260K | 0.49% | 50 |
|
|
2023
Q1 | $1.16M | Buy |
120,995
+20,200
| +20% | +$194K | 0.53% | 49 |
|
|
2022
Q4 | $658K | Buy |
100,795
+70,862
| +237% | +$463K | 0.3% | 73 |
|
|
2022
Q3 | $134K | Sell |
29,933
-328
| -1% | -$1.47K | 0.08% | 119 |
|
|
2022
Q2 | $145K | Buy |
30,261
+12,929
| +75% | +$62K | 0.08% | 122 |
|
|
2022
Q1 | $119K | Sell |
17,332
-6,374
| -27% | -$43.8K | 0.06% | 124 |
|
|
2021
Q4 | $235K | Sell |
23,706
-6,600
| -22% | -$65.4K | 0.11% | 125 |
|
|
2021
Q3 | $365K | Sell |
30,306
-7,206
| -19% | -$86.8K | 0.19% | 99 |
|
|
2021
Q2 | $536K | Buy |
37,512
+6,500
| +21% | +$92.9K | 0.27% | 81 |
|
|
2021
Q1 | $449K | Sell |
31,012
-31,443
| -50% | -$455K | 0.25% | 83 |
|
|
2020
Q4 | $982K | Sell |
62,455
-4,500
| -7% | -$70.8K | 0.59% | 40 |
|
|
2020
Q3 | $1.02M | Buy |
66,955
+3,500
| +6% | +$53.1K | 0.74% | 34 |
|
|
2020
Q2 | $1.05M | Buy |
63,455
+35,553
| +127% | +$591K | 0.89% | 29 |
|
|
2020
Q1 | $284K | Buy |
+27,902
| New | +$284K | 0.27% | 64 |
|
|
2019
Q4 | – | Sell |
-4,670
| Closed | -$74K | – | 348 |
|
|
2019
Q3 | $74K | Buy |
+4,670
| New | +$74K | 0.06% | 160 |
|