Avantax Advisory Services’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 | $225K | Sell |
5,042
-524
| -9% | -$23.4K | ﹤0.01% | 2125 |
|
|
2025
Q1 | $290K | Buy |
5,566
+770
| +16% | +$40.1K | ﹤0.01% | 1853 |
|
|
2024
Q4 | $231K | Buy |
+4,796
| New | +$231K | ﹤0.01% | 1960 |
|
|
2023
Q4 | – | Sell |
-4,838
| Closed | -$270K | – | 1684 |
|
|
2023
Q3 | $270K | Sell |
4,838
-934
| -16% | -$52K | ﹤0.01% | 1257 |
|
|
2023
Q2 | $326K | Sell |
5,772
-2
| -0% | -$113 | ﹤0.01% | 1143 |
|
|
2023
Q1 | $366K | Buy |
5,774
+178
| +3% | +$11.3K | ﹤0.01% | 1043 |
|
|
2022
Q4 | $306K | Buy |
5,596
+183
| +3% | +$10K | ﹤0.01% | 1095 |
|
|
2022
Q3 | $256K | Buy |
5,413
+383
| +8% | +$18.1K | ﹤0.01% | 1070 |
|
|
2022
Q2 | $244K | Sell |
5,030
-74
| -1% | -$3.59K | ﹤0.01% | 1111 |
|
|
2022
Q1 | $211K | Sell |
5,104
-912
| -15% | -$37.7K | ﹤0.01% | 1173 |
|
|
2021
Q4 | $300K | Buy |
6,016
+115
| +2% | +$5.74K | ﹤0.01% | 977 |
|
|
2021
Q3 | $342K | Buy |
5,901
+154
| +3% | +$8.93K | 0.01% | 868 |
|
|
2021
Q2 | $383K | Buy |
5,747
+320
| +6% | +$21.3K | 0.01% | 799 |
|
|
2021
Q1 | $320K | Buy |
5,427
+55
| +1% | +$3.24K | 0.01% | 785 |
|
|
2020
Q4 | $307K | Sell |
5,372
-2,680
| -33% | -$153K | 0.01% | 714 |
|
|
2020
Q3 | $425K | Buy |
8,052
+2,696
| +50% | +$142K | 0.01% | 864 |
|
|
2020
Q2 | $257K | Buy |
5,356
+95
| +2% | +$4.56K | 0.01% | 702 |
|
|
2020
Q1 | $224K | Buy |
5,261
+3
| +0.1% | +$128 | 0.01% | 683 |
|
|
2019
Q4 | $253K | Buy |
+5,258
| New | +$253K | 0.01% | 692 |
|