Appleton Partners’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 | $236K | Hold |
5,280
| – | – | 0.02% | 235 |
|
2025
Q1 | $275K | Hold |
5,280
| – | – | 0.02% | 220 |
|
2024
Q4 | $254K | Sell |
5,280
-1,000
| -16% | -$48.1K | 0.02% | 230 |
|
2024
Q3 | $283K | Sell |
6,280
-226
| -3% | -$10.2K | 0.02% | 225 |
|
2024
Q2 | $201K | Hold |
6,506
| – | – | 0.02% | 256 |
|
2024
Q1 | $259K | Hold |
6,506
| – | – | 0.02% | 245 |
|
2023
Q4 | $276K | Hold |
6,506
| – | – | 0.02% | 258 |
|
2023
Q3 | $363K | Hold |
6,506
| – | – | 0.03% | 224 |
|
2023
Q2 | $368K | Buy |
6,506
+26
| +0.4% | +$1.47K | 0.03% | 227 |
|
2023
Q1 | $411K | Sell |
6,480
-3
| -0% | -$190 | 0.04% | 226 |
|
2022
Q4 | $354K | Hold |
6,483
| – | – | 0.03% | 237 |
|
2022
Q3 | $307K | Buy |
+6,483
| New | +$307K | 0.03% | 242 |
|