Bayesian Capital Management’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 | – | Sell |
-48,700
| Closed | -$622K | – | 916 |
|
|
2025
Q1 | $622K | Buy |
+48,700
| New | +$622K | 0.1% | 259 |
|
|
2023
Q3 | – | Sell |
-18,600
| Closed | -$116K | – | 1056 |
|
|
2023
Q2 | $116K | Buy |
+18,600
| New | +$116K | 0.01% | 683 |
|
|
2023
Q1 | – | Sell |
-32,200
| Closed | -$258K | – | 1134 |
|
|
2022
Q4 | $258K | Buy |
+32,200
| New | +$258K | 0.04% | 533 |
|
|
2022
Q1 | – | Sell |
-13,700
| Closed | -$115K | – | 949 |
|
|
2021
Q4 | $115K | Buy |
+13,700
| New | +$115K | 0.04% | 339 |
|
|
2021
Q3 | – | Sell |
-12,600
| Closed | -$257K | – | 577 |
|
|
2021
Q2 | $257K | Buy |
+12,600
| New | +$257K | 0.07% | 319 |
|