Concord Wealth Partners’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 | $44.7K | Sell |
1,000
-403
| -29% | -$18K | 0.01% | 358 |
|
2025
Q1 | $73K | Hold |
1,403
| – | – | 0.01% | 277 |
|
2024
Q4 | $67.6K | Sell |
1,403
-168
| -11% | -$8.09K | 0.01% | 293 |
|
2024
Q3 | $70.7K | Buy |
1,571
+570
| +57% | +$25.7K | 0.01% | 295 |
|
2024
Q2 | $30.9K | Sell |
1,001
-936
| -48% | -$28.9K | 0.01% | 369 |
|
2024
Q1 | $77.1K | Buy |
1,937
+734
| +61% | +$29.2K | 0.01% | 296 |
|
2023
Q4 | $51K | Sell |
1,203
-462
| -28% | -$19.6K | 0.01% | 354 |
|
2023
Q3 | $92.8K | Sell |
1,665
-70
| -4% | -$3.9K | 0.02% | 294 |
|
2023
Q2 | $98K | Buy |
1,735
+181
| +12% | +$10.2K | 0.02% | 278 |
|
2023
Q1 | $98.5K | Sell |
1,554
-190
| -11% | -$12K | 0.03% | 253 |
|
2022
Q4 | $95.3K | Buy |
+1,744
| New | +$95.3K | 0.03% | 264 |
|
2022
Q3 | – | Sell |
-1,704
| Closed | -$83K | – | 1200 |
|
2022
Q2 | $83K | Hold |
1,704
| – | – | 0.02% | 288 |
|
2022
Q1 | $71K | Buy |
1,704
+695
| +69% | +$29K | 0.02% | 367 |
|
2021
Q4 | $50K | Buy |
+1,009
| New | +$50K | 0.01% | 460 |
|
2021
Q3 | – | Sell |
-1,000
| Closed | -$66K | – | 1053 |
|
2021
Q2 | $66K | Sell |
1,000
-62
| -6% | -$4.09K | 0.02% | 307 |
|
2021
Q1 | $63K | Hold |
1,062
| – | – | 0.02% | 300 |
|
2020
Q4 | $61K | Buy |
+1,062
| New | +$61K | 0.05% | 182 |
|