Center for Financial Planning’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 | $81.7K | Hold |
1,827
| – | – | 0.01% | 239 |
|
|
2025
Q1 | $95.1K | Hold |
1,827
| – | – | 0.01% | 207 |
|
|
2024
Q4 | $88K | Hold |
1,827
| – | – | 0.01% | 208 |
|
|
2024
Q3 | $82.2K | Buy |
1,827
+1,681
| +1,151% | +$75.7K | 0.01% | 198 |
|
|
2024
Q2 | $4.5K | Sell |
146
-50
| -26% | -$1.54K | ﹤0.01% | 461 |
|
|
2024
Q1 | $7.8K | Hold |
196
| – | – | ﹤0.01% | 431 |
|
|
2023
Q4 | $8.32K | Hold |
196
| – | – | ﹤0.01% | 389 |
|
|
2023
Q3 | $10.9K | Hold |
196
| – | – | ﹤0.01% | 347 |
|
|
2023
Q2 | $11.1K | Hold |
196
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $12.4K | Hold |
196
| – | – | ﹤0.01% | 335 |
|
|
2022
Q4 | $10.7K | Buy |
+196
| New | +$10.7K | ﹤0.01% | 352 |
|
|
2020
Q2 | – | Sell |
-1,681
| Closed | -$72K | – | 591 |
|
|
2020
Q1 | $72K | Buy |
1,681
+1,617
| +2,527% | +$69.3K | 0.02% | 150 |
|
|
2019
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 419 |
|