Brilliance Asset 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 | $33.6M | Sell |
2,847,336
-170,119
| -6% | -$2.01M | 21.89% | 2 |
|
|
2025
Q1 | $38.5M | Sell |
3,017,455
-1,176,125
| -28% | -$15M | 12.74% | 4 |
|
|
2024
Q4 | $45.4M | Buy |
4,193,580
+954,124
| +29% | +$10.3M | 10.22% | 5 |
|
|
2024
Q3 | $29.2M | Sell |
3,239,456
-1,045,285
| -24% | -$9.42M | 7.47% | 5 |
|
|
2024
Q2 | $34.4M | Buy |
4,284,741
+1,144,152
| +36% | +$9.2M | 8.65% | 5 |
|
|
2024
Q1 | $22.8M | Buy |
+3,140,589
| New | +$22.8M | 5.04% | 4 |
|