Bogart Wealth LLC’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 | $92.1K | Buy |
2,060
+59
| +3% | +$2.64K | ﹤0.01% | 333 |
|
|
2025
Q1 | $104K | Buy |
2,001
+1
| +0.1% | +$52 | ﹤0.01% | 304 |
|
|
2024
Q4 | $96.3K | Hold |
2,000
| – | – | ﹤0.01% | 318 |
|
|
2024
Q3 | $90K | Buy |
2,000
+1
| +0.1% | +$45 | ﹤0.01% | 321 |
|
|
2024
Q2 | $61.6K | Buy |
1,999
+61
| +3% | +$1.88K | ﹤0.01% | 364 |
|
|
2024
Q1 | $77.1K | Buy |
1,938
+26
| +1% | +$1.03K | ﹤0.01% | 313 |
|
|
2023
Q4 | $81.1K | Buy |
1,912
+68
| +4% | +$2.89K | ﹤0.01% | 294 |
|
|
2023
Q3 | $103K | Sell |
1,844
-15
| -0.8% | -$836 | 0.01% | 249 |
|
|
2023
Q2 | $105K | Buy |
1,859
+281
| +18% | +$15.9K | 0.01% | 240 |
|
|
2023
Q1 | $100K | Hold |
1,578
| – | – | 0.01% | 231 |
|
|
2022
Q4 | $86.2K | Sell |
1,578
-480
| -23% | -$26.2K | 0.01% | 243 |
|
|
2022
Q3 | $97K | Buy |
2,058
+1
| +0% | +$47 | 0.01% | 224 |
|
|
2022
Q2 | $100K | Buy |
2,057
+827
| +67% | +$40.2K | 0.01% | 208 |
|
|
2022
Q1 | $51K | Buy |
1,230
+499
| +68% | +$20.7K | ﹤0.01% | 267 |
|
|
2021
Q4 | $36K | Hold |
731
| – | – | ﹤0.01% | 302 |
|
|
2021
Q3 | $42K | Buy |
731
+1
| +0.1% | +$57 | ﹤0.01% | 265 |
|
|
2021
Q2 | $48K | Sell |
730
-113
| -13% | -$7.43K | 0.01% | 244 |
|
|
2021
Q1 | $50K | Buy |
843
+1
| +0.1% | +$59 | 0.01% | 231 |
|
|
2020
Q4 | $48K | Hold |
842
| – | – | 0.01% | 202 |
|
|
2020
Q3 | $44K | Sell |
842
-100
| -11% | -$5.23K | 0.01% | 203 |
|
|
2020
Q2 | $45K | Buy |
942
+49
| +5% | +$2.34K | 0.01% | 188 |
|
|
2020
Q1 | $38K | Hold |
893
| – | – | 0.01% | 179 |
|
|
2019
Q4 | $43K | Buy |
893
+213
| +31% | +$10.3K | 0.01% | 180 |
|
|
2019
Q3 | $31K | Hold |
680
| – | – | 0.02% | 190 |
|
|
2019
Q2 | $31K | Sell |
680
-140
| -17% | -$6.38K | 0.02% | 172 |
|
|
2019
Q1 | $36K | Buy |
820
+140
| +21% | +$6.15K | 0.02% | 159 |
|
|
2018
Q4 | $22K | Hold |
680
| – | – | 0.01% | 197 |
|
|
2018
Q3 | $24K | Hold |
680
| – | – | 0.01% | 184 |
|
|
2018
Q2 | $26K | Hold |
680
| – | – | 0.02% | 184 |
|
|
2018
Q1 | $27K | Hold |
680
| – | – | 0.02% | 178 |
|
|
2017
Q4 | $27K | Hold |
680
| – | – | 0.02% | 181 |
|
|
2017
Q3 | $29K | Buy |
+680
| New | +$29K | 0.02% | 170 |
|