Buckingham Strategic Wealth’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | $320K | Sell |
10,370
-94
| -0.9% | -$2.9K | ﹤0.01% | 587 |
|
2024
Q1 | $416K | Buy |
10,464
+7
| +0.1% | +$279 | ﹤0.01% | 511 |
|
2023
Q4 | $444K | Buy |
10,457
+2,304
| +28% | +$97.8K | 0.01% | 468 |
|
2023
Q3 | $454K | Sell |
8,153
-2,223
| -21% | -$124K | 0.01% | 436 |
|
2023
Q2 | $586K | Buy |
10,376
+9
| +0.1% | +$509 | 0.01% | 389 |
|
2023
Q1 | $567K | Hold |
10,367
| – | – | 0.01% | 352 |
|
2022
Q4 | $567K | Buy |
10,367
+87
| +0.8% | +$4.75K | 0.01% | 354 |
|
2022
Q3 | $487K | Buy |
10,280
+25
| +0.2% | +$1.18K | 0.01% | 376 |
|
2022
Q2 | $497K | Buy |
10,255
+188
| +2% | +$9.11K | 0.01% | 375 |
|
2022
Q1 | $418K | Buy |
10,067
+114
| +1% | +$4.73K | 0.01% | 400 |
|
2021
Q4 | $496K | Buy |
9,953
+644
| +7% | +$32.1K | 0.01% | 370 |
|
2021
Q3 | $541K | Buy |
9,309
+1,695
| +22% | +$98.5K | 0.01% | 344 |
|
2021
Q2 | $504K | Buy |
+7,614
| New | +$504K | 0.01% | 358 |
|
2020
Q1 | – | Sell |
-4,460
| Closed | -$214K | – | 522 |
|
2019
Q4 | $214K | Buy |
+4,460
| New | +$214K | 0.02% | 427 |
|