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 |
|