All-Stars Investment’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$261M Sell
22,095,164
-591,449
-3% -$6.99M 87.58% 1
2025
Q1
$290M Buy
22,686,613
+3
+0% +$38 89.32% 1
2024
Q4
$245M Sell
22,686,610
-1,500,000
-6% -$16.2M 89.9% 1
2024
Q3
$218M Sell
24,186,610
-7,133,052
-23% -$64.3M 89.29% 1
2024
Q2
$252M Sell
31,319,662
-103,681
-0.3% -$834K 89.87% 1
2024
Q1
$228M Hold
31,423,343
91.11% 1
2023
Q4
$220M Sell
31,423,343
-4,034,716
-11% -$28.3M 89.09% 1
2023
Q3
$250M Buy
35,458,059
+1
+0% +$7 93.1% 1
2023
Q2
$221M Sell
35,458,058
-8,673,039
-20% -$53.9M 94.54% 1
2023
Q1
$336M Hold
44,131,097
96.03% 1
2022
Q4
$353M Hold
44,131,097
98.1% 1
2022
Q3
$289M Sell
44,131,097
-664,717
-1% -$4.35M 98.19% 1
2022
Q2
$406M Sell
44,795,814
-4,297,649
-9% -$38.9M 97.78% 1
2022
Q1
$327M Hold
49,093,463
98.64% 1
2021
Q4
$411M Buy
+49,093,463
New +$411M 95.89% 1