Cassaday & Co Wealth Management’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 | $765K | Hold |
17,106
| – | – | 0.02% | 160 |
|
|
2025
Q1 | $891K | Hold |
17,106
| – | – | 0.03% | 130 |
|
|
2024
Q4 | $824K | Hold |
17,106
| – | – | 0.02% | 136 |
|
|
2024
Q3 | $770K | Hold |
17,106
| – | – | 0.02% | 140 |
|
|
2024
Q2 | $528K | Sell |
17,106
-810
| -5% | -$25K | 0.02% | 165 |
|
|
2024
Q1 | $713K | Buy |
17,916
+4
| +0% | +$159 | 0.02% | 144 |
|
|
2023
Q4 | $760K | Sell |
17,912
-898
| -5% | -$38.1K | 0.03% | 118 |
|
|
2023
Q3 | $1.05M | Buy |
18,810
+2
| +0% | +$111 | 0.04% | 84 |
|
|
2023
Q2 | $1.06M | Sell |
18,808
-42
| -0.2% | -$2.37K | 0.04% | 89 |
|
|
2023
Q1 | $1.19M | Sell |
18,850
-132
| -0.7% | -$8.37K | 0.05% | 76 |
|
|
2022
Q4 | $1.04M | Buy |
+18,982
| New | +$1.04M | 0.05% | 86 |
|