CWM
Compass Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-348
| Closed | -$18.1K | – | 430 |
|
|
2025
Q1 | $18.1K | Hold |
348
| – | – | ﹤0.01% | 329 |
|
|
2024
Q4 | $16.8K | Hold |
348
| – | – | ﹤0.01% | 328 |
|
|
2024
Q3 | $15.7K | Hold |
348
| – | – | ﹤0.01% | 338 |
|
|
2024
Q2 | $10.7K | Hold |
348
| – | – | ﹤0.01% | 354 |
|
|
2024
Q1 | $13.8K | Hold |
348
| – | – | ﹤0.01% | 337 |
|
|
2023
Q4 | $14.8K | Sell |
348
-345
| -50% | -$14.6K | ﹤0.01% | 328 |
|
|
2023
Q3 | $38.6K | Hold |
693
| – | – | 0.01% | 256 |
|
|
2023
Q2 | $39.2K | Hold |
693
| – | – | 0.01% | 264 |
|
|
2023
Q1 | $43.9K | Sell |
693
-200
| -22% | -$12.7K | 0.01% | 248 |
|
|
2022
Q4 | $48.8K | Buy |
+893
| New | +$48.8K | 0.02% | 235 |
|