Carson Wealth (CWM LLC)’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Buy |
8,722
+88
| +1% | +$3.94K | ﹤0.01% | 1710 |
|
|
2025
Q1 | $449K | Buy |
8,634
+1,376
| +19% | +$71.6K | ﹤0.01% | 1491 |
|
|
2024
Q4 | $350K | Sell |
7,258
-856
| -11% | -$41.3K | ﹤0.01% | 1514 |
|
|
2024
Q3 | $365K | Sell |
8,114
-1,858
| -19% | -$83.6K | ﹤0.01% | 1450 |
|
|
2024
Q2 | $308K | Buy |
9,972
+3,477
| +54% | +$107K | ﹤0.01% | 1379 |
|
|
2024
Q1 | $258K | Buy |
6,495
+1,906
| +42% | +$75.7K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $195K | Buy |
4,589
+123
| +3% | +$5.23K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $249K | Sell |
4,466
-29
| -0.6% | -$1.62K | ﹤0.01% | 1224 |
|
|
2023
Q2 | $254K | Buy |
4,495
+380
| +9% | +$21.5K | ﹤0.01% | 1170 |
|
|
2023
Q1 | $261K | Buy |
4,115
+225
| +6% | +$14.3K | ﹤0.01% | 1101 |
|
|
2022
Q4 | $213K | Buy |
3,890
+1,159
| +42% | +$63.5K | ﹤0.01% | 1082 |
|
|
2022
Q3 | $129K | Sell |
2,731
-734
| -21% | -$34.7K | ﹤0.01% | 1227 |
|
|
2022
Q2 | $168K | Sell |
3,465
-418
| -11% | -$20.3K | ﹤0.01% | 1109 |
|
|
2022
Q1 | $161K | Sell |
3,883
-6,597
| -63% | -$274K | ﹤0.01% | 1129 |
|
|
2021
Q4 | $522K | Buy |
+10,480
| New | +$522K | ﹤0.01% | 715 |
|
|
2021
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2021
Q1 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2020
Q4 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2020
Q3 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2020
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2020
Q1 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2019
Q4 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2019
Q3 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2019
Q2 | $1.83M | Hold |
27,626
| – | – | 0.01% | 456 |
|
|
2019
Q1 | $1.83M | Sell |
27,626
-104,788
| -79% | -$6.94M | 0.01% | 456 |
|
|
2018
Q4 | $4.44M | Sell |
132,414
-211,645
| -62% | -$7.1M | 0.11% | 168 |
|
|
2018
Q3 | $12.1M | Buy |
344,059
+69,688
| +25% | +$2.45M | 0.31% | 88 |
|
|
2018
Q2 | $10.6M | Buy |
274,371
+203,311
| +286% | +$7.82M | 0.35% | 72 |
|
|
2018
Q1 | $2.95M | Buy |
71,060
+68,848
| +3,112% | +$2.86M | 0.12% | 141 |
|
|
2017
Q4 | $89K | Sell |
2,212
-94
| -4% | -$3.78K | ﹤0.01% | 441 |
|
|
2017
Q3 | $92K | Buy |
2,306
+199
| +9% | +$7.94K | ﹤0.01% | 424 |
|
|
2017
Q2 | $83K | Sell |
2,107
-130
| -6% | -$5.12K | ﹤0.01% | 403 |
|
|
2017
Q1 | $61K | Sell |
2,237
-213
| -9% | -$5.81K | ﹤0.01% | 423 |
|
|
2016
Q4 | $64K | Buy |
+2,450
| New | +$64K | ﹤0.01% | 412 |
|