CIA
Choate Investment Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $420K | Sell |
9,405
-46
| -0.5% | -$2.06K | 0.01% | 290 |
|
|
2025
Q1 | $492K | Sell |
9,451
-65
| -0.7% | -$3.38K | 0.01% | 258 |
|
|
2024
Q4 | $458K | Buy |
9,516
+56
| +0.6% | +$2.7K | 0.01% | 280 |
|
|
2024
Q3 | $426K | Sell |
9,460
-207
| -2% | -$9.32K | 0.01% | 278 |
|
|
2024
Q2 | $298K | Hold |
9,667
| – | – | 0.01% | 304 |
|
|
2024
Q1 | $385K | Sell |
9,667
-371
| -4% | -$14.8K | 0.01% | 299 |
|
|
2023
Q4 | $426K | Sell |
10,038
-364
| -3% | -$15.4K | 0.01% | 263 |
|
|
2023
Q3 | $580K | Buy |
10,402
+113
| +1% | +$6.3K | 0.02% | 230 |
|
|
2023
Q2 | $581K | Buy |
10,289
+496
| +5% | +$28K | 0.02% | 191 |
|
|
2023
Q1 | $621K | Hold |
9,793
| – | – | 0.03% | 166 |
|
|
2022
Q4 | $535K | Sell |
9,793
-53
| -0.5% | -$2.9K | 0.03% | 176 |
|
|
2022
Q3 | $466K | Sell |
9,846
-29
| -0.3% | -$1.37K | 0.03% | 164 |
|
|
2022
Q2 | $479K | Hold |
9,875
| – | – | 0.03% | 171 |
|
|
2022
Q1 | $410K | Hold |
9,875
| – | – | 0.02% | 212 |
|
|
2021
Q4 | $492K | Hold |
9,875
| – | – | 0.03% | 188 |
|
|
2021
Q3 | $574K | Hold |
9,875
| – | – | 0.04% | 167 |
|
|
2021
Q2 | $654K | Sell |
9,875
-490
| -5% | -$32.5K | 0.04% | 157 |
|
|
2021
Q1 | $613K | Sell |
10,365
-99
| -0.9% | -$5.86K | 0.04% | 157 |
|
|
2020
Q4 | $597K | Sell |
10,464
-453
| -4% | -$25.8K | 0.04% | 146 |
|
|
2020
Q3 | $578K | Sell |
10,917
-48
| -0.4% | -$2.54K | 0.04% | 143 |
|
|
2020
Q2 | $527K | Sell |
10,965
-24
| -0.2% | -$1.15K | 0.04% | 143 |
|
|
2020
Q1 | $468K | Sell |
10,989
-43
| -0.4% | -$1.83K | 0.04% | 152 |
|
|
2019
Q4 | $530K | Sell |
11,032
-298
| -3% | -$14.3K | 0.03% | 155 |
|
|
2019
Q3 | $515K | Sell |
11,330
-13
| -0.1% | -$591 | 0.03% | 155 |
|
|
2019
Q2 | $524K | Sell |
11,343
-79
| -0.7% | -$3.65K | 0.03% | 156 |
|
|
2019
Q1 | $513K | Buy |
11,422
+62
| +0.5% | +$2.79K | 0.03% | 157 |
|
|
2018
Q4 | $381K | Sell |
11,360
-176
| -2% | -$5.9K | 0.02% | 166 |
|
|
2018
Q3 | $405K | Sell |
11,536
-12
| -0.1% | -$421 | 0.02% | 149 |
|
|
2018
Q2 | $444K | Sell |
11,548
-282
| -2% | -$10.8K | 0.03% | 164 |
|
|
2018
Q1 | $491K | Sell |
11,830
-392
| -3% | -$16.3K | 0.03% | 167 |
|
|
2017
Q4 | $489K | Buy |
12,222
+184
| +2% | +$7.36K | 0.03% | 174 |
|
|
2017
Q3 | $481K | Buy |
12,038
+46
| +0.4% | +$1.84K | 0.03% | 176 |
|
|
2017
Q2 | $473K | Sell |
11,992
-94
| -0.8% | -$3.71K | 0.03% | 170 |
|
|
2017
Q1 | $329K | Sell |
12,086
-40
| -0.3% | -$1.09K | 0.02% | 199 |
|
|
2016
Q4 | $317K | Buy |
+12,126
| New | +$317K | 0.02% | 195 |
|