BerganKDV Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $273K | Hold |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $131K | Sell |
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|
2022
Q3 | $114K | Sell |
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|
2022
Q2 | $350K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $359K | Sell |
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|
2021
Q3 | $419K | Hold |
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|
2021
Q2 | $478K | Hold |
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|
2021
Q1 | $427K | Buy |
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|
2020
Q4 | $412K | Hold |
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|
2020
Q3 | $382K | Hold |
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|
2020
Q2 | $347K | Buy |
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|
2020
Q1 | $307K | Hold |
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|
2019
Q4 | $346K | Hold |
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|
2019
Q3 | $327K | Hold |
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|
2019
Q2 | $333K | Hold |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $241K | Hold |
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|
2018
Q3 | $253K | Hold |
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|
2018
Q2 | $277K | Hold |
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|
2018
Q1 | $299K | Sell |
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|
2017
Q4 | $291K | Hold |
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|
2017
Q3 | $290K | Hold |
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|
2017
Q2 | $287K | Buy |
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