BWM
BigSur Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,505
| Closed | -$217K | – | 159 |
|
|
2024
Q4 | $217K | Hold |
4,505
| – | – | 0.06% | 141 |
|
|
2024
Q3 | $203K | Buy |
+4,505
| New | +$203K | 0.06% | 145 |
|
|
2024
Q2 | – | Sell |
-5,505
| Closed | -$219K | – | 160 |
|
|
2024
Q1 | $219K | Buy |
+5,505
| New | +$219K | 0.07% | 136 |
|
|
2020
Q3 | – | Sell |
-5,000
| Closed | -$240K | – | 113 |
|
|
2020
Q2 | $240K | Hold |
5,000
| – | – | 0.17% | 85 |
|
|
2020
Q1 | $213K | Hold |
5,000
| – | – | 0.16% | 90 |
|
|
2019
Q4 | $240K | Hold |
5,000
| – | – | 0.14% | 97 |
|
|
2019
Q3 | $227K | Hold |
5,000
| – | – | 0.15% | 91 |
|
|
2019
Q2 | $230K | Hold |
5,000
| – | – | 0.16% | 91 |
|
|
2019
Q1 | $225K | Buy |
+5,000
| New | +$225K | 0.15% | 92 |
|