Bragg Financial Advisors’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 | $216K | Hold |
4,830
| – | – | 0.01% | 335 |
|
2025
Q1 | $251K | Hold |
4,830
| – | – | 0.01% | 312 |
|
2024
Q4 | $233K | Sell |
4,830
-190
| -4% | -$9.15K | 0.01% | 316 |
|
2024
Q3 | $226K | Buy |
+5,020
| New | +$226K | 0.01% | 314 |
|
2024
Q2 | – | Sell |
-5,032
| Closed | -$200K | – | 324 |
|
2024
Q1 | $200K | Hold |
5,032
| – | – | 0.01% | 319 |
|
2023
Q4 | $214K | Hold |
5,032
| – | – | 0.01% | 308 |
|
2023
Q3 | $280K | Hold |
5,032
| – | – | 0.01% | 286 |
|
2023
Q2 | $284K | Hold |
5,032
| – | – | 0.02% | 287 |
|
2023
Q1 | $319K | Hold |
5,032
| – | – | 0.02% | 273 |
|
2022
Q4 | $275K | Hold |
5,032
| – | – | 0.02% | 280 |
|
2022
Q3 | $238K | Hold |
5,032
| – | – | 0.02% | 278 |
|
2022
Q2 | $244K | Hold |
5,032
| – | – | 0.02% | 283 |
|
2022
Q1 | $209K | Hold |
5,032
| – | – | 0.01% | 306 |
|
2021
Q4 | $292K | Hold |
5,032
| – | – | 0.02% | 270 |
|
2021
Q3 | $292K | Hold |
5,032
| – | – | 0.02% | 270 |
|
2021
Q2 | $333K | Hold |
5,032
| – | – | 0.02% | 269 |
|
2021
Q1 | $298K | Buy |
5,032
+12
| +0.2% | +$711 | 0.02% | 260 |
|
2020
Q4 | $287K | Hold |
5,020
| – | – | 0.03% | 249 |
|
2020
Q3 | $266K | Hold |
5,020
| – | – | 0.03% | 238 |
|
2020
Q2 | $241K | Hold |
5,020
| – | – | 0.03% | 246 |
|
2020
Q1 | $214K | Sell |
5,020
-600
| -11% | -$25.6K | 0.03% | 239 |
|
2019
Q4 | $270K | Hold |
5,620
| – | – | 0.03% | 248 |
|
2019
Q3 | $255K | Hold |
5,620
| – | – | 0.03% | 252 |
|
2019
Q2 | $260K | Hold |
5,620
| – | – | 0.03% | 250 |
|
2019
Q1 | $252K | Buy |
+5,620
| New | +$252K | 0.03% | 244 |
|
2018
Q3 | – | Sell |
-5,620
| Closed | -$216K | – | 255 |
|
2018
Q2 | $216K | Hold |
5,620
| – | – | 0.03% | 248 |
|
2018
Q1 | $233K | Hold |
5,620
| – | – | 0.03% | 242 |
|
2017
Q4 | $225K | Hold |
5,620
| – | – | 0.03% | 250 |
|
2017
Q3 | $225K | Sell |
5,620
-262
| -4% | -$10.5K | 0.03% | 242 |
|
2017
Q2 | $232K | Buy |
+5,882
| New | +$232K | 0.04% | 250 |
|