Caldwell Trust’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $55.9K | Hold |
1,250
|
|
||||
|
2025
Q1 | $65.1K | Buy |
1,250
+1,200
|
|
||||
|
2024
Q4 | $2.41K | Hold |
50
|
|
||||
|
2024
Q3 | $2.25K | Hold |
50
|
|
||||
|
2024
Q2 | $1.54K | Buy |
+50
|
|
||||
|
2023
Q4 | – | Sell |
-1,092
|
|
||||
|
2023
Q3 | $60.8K | Hold |
1,092
|
|
||||
|
2023
Q2 | $61.7K | Hold |
1,092
|
|
||||
|
2023
Q1 | $69.2K | Sell |
1,092
-3,273
|
|
||||
|
2022
Q4 | $239K | Hold |
4,365
|
|
||||
|
2022
Q3 | $207K | Sell |
4,365
-430
|
|
||||
|
2022
Q2 | $233K | Buy |
4,795
+4,695
|
|
||||
|
2022
Q1 | $4.15K | Sell |
100
-120
|
|
||||
|
2021
Q4 | $11K | Hold |
220
|
|
||||
|
2021
Q3 | $12.8K | Buy |
220
+100
|
|
||||
|
2021
Q2 | $7.95K | Hold |
120
|
|
||||
|
2021
Q1 | $7.11K | Hold |
120
|
|
||||
|
2020
Q4 | $6.85K | Hold |
120
|
|
||||
|
2020
Q3 | $6.35K | Hold |
120
|
|
||||
|
2020
Q2 | $5.77K | Hold |
120
|
|
||||
|
2020
Q1 | $5.12K | Hold |
120
|
|
||||
|
2019
Q4 | $5.76K | Buy |
+120
|
|