Allworth Financial’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Buy |
10,225
+2,202
| +27% | +$98.5K | ﹤0.01% | 858 |
|
|
2025
Q1 | $372K | Sell |
8,023
-182
| -2% | -$8.45K | ﹤0.01% | 754 |
|
|
2024
Q4 | $368K | Buy |
8,205
+1,609
| +24% | +$72.2K | ﹤0.01% | 762 |
|
|
2024
Q3 | $297K | Buy |
6,596
+206
| +3% | +$9.27K | ﹤0.01% | 706 |
|
|
2024
Q2 | $194K | Sell |
6,390
-530
| -8% | -$16.1K | ﹤0.01% | 826 |
|
|
2024
Q1 | $275K | Buy |
6,920
+302
| +5% | +$12K | ﹤0.01% | 693 |
|
|
2023
Q4 | $281K | Buy |
6,618
+997
| +18% | +$42.3K | ﹤0.01% | 648 |
|
|
2023
Q3 | $313K | Sell |
5,621
-133
| -2% | -$7.41K | ﹤0.01% | 596 |
|
|
2023
Q2 | $325K | Buy |
5,754
+68
| +1% | +$3.84K | ﹤0.01% | 589 |
|
|
2023
Q1 | $360K | Sell |
5,686
-77
| -1% | -$4.88K | ﹤0.01% | 539 |
|
|
2022
Q4 | $315K | Buy |
5,763
+347
| +6% | +$19K | ﹤0.01% | 547 |
|
|
2022
Q3 | $256K | Sell |
5,416
-102
| -2% | -$4.82K | ﹤0.01% | 542 |
|
|
2022
Q2 | $268K | Sell |
5,518
-196
| -3% | -$9.52K | ﹤0.01% | 502 |
|
|
2022
Q1 | $237K | Sell |
5,714
-159
| -3% | -$6.6K | ﹤0.01% | 523 |
|
|
2021
Q4 | $293K | Buy |
5,873
+29
| +0.5% | +$1.45K | ﹤0.01% | 456 |
|
|
2021
Q3 | $340K | Buy |
5,844
+4
| +0.1% | +$233 | 0.01% | 381 |
|
|
2021
Q2 | $387K | Buy |
5,840
+3,987
| +215% | +$264K | 0.01% | 289 |
|
|
2021
Q1 | $110K | Buy |
1,853
+204
| +12% | +$12.1K | ﹤0.01% | 438 |
|
|
2020
Q4 | $94K | Buy |
1,649
+1
| +0.1% | +$57 | ﹤0.01% | 376 |
|
|
2020
Q3 | $87K | Sell |
1,648
-53
| -3% | -$2.8K | ﹤0.01% | 351 |
|
|
2020
Q2 | $82K | Buy |
1,701
+53
| +3% | +$2.56K | ﹤0.01% | 345 |
|
|
2020
Q1 | $70K | Buy |
1,648
+1
| +0.1% | +$42 | ﹤0.01% | 353 |
|
|
2019
Q4 | $79K | Buy |
1,647
+232
| +16% | +$11.1K | ﹤0.01% | 308 |
|
|
2019
Q3 | $64K | Hold |
1,415
| – | – | ﹤0.01% | 289 |
|
|
2019
Q2 | $65K | Hold |
1,415
| – | – | ﹤0.01% | 283 |
|
|
2019
Q1 | $64K | Buy |
1,415
+1
| +0.1% | +$45 | ﹤0.01% | 282 |
|
|
2018
Q4 | $47K | Buy |
1,414
+404
| +40% | +$13.4K | ﹤0.01% | 292 |
|
|
2018
Q3 | $35K | Buy |
1,010
+240
| +31% | +$8.32K | ﹤0.01% | 341 |
|
|
2018
Q2 | $30K | Hold |
770
| – | – | ﹤0.01% | 349 |
|
|
2018
Q1 | $32K | Hold |
770
| – | – | ﹤0.01% | 305 |
|
|
2017
Q4 | $31K | Hold |
770
| – | – | ﹤0.01% | 308 |
|
|
2017
Q3 | $31K | Hold |
770
| – | – | ﹤0.01% | 293 |
|
|
2017
Q2 | $30K | Sell |
770
-23
| -3% | -$896 | ﹤0.01% | 314 |
|
|
2017
Q1 | $22K | Buy |
793
+23
| +3% | +$638 | ﹤0.01% | 347 |
|
|
2016
Q4 | $20K | Buy |
+770
| New | +$20K | ﹤0.01% | 327 |
|