Congress 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 | $1.1M | Sell |
24,523
-993
| -4% | -$44.4K | 0.01% | 680 |
|
|
2025
Q1 | $1.33M | Buy |
+25,516
| New | +$1.33M | 0.02% | 565 |
|
|
2024
Q1 | – | Sell |
-7,741
| Closed | -$328K | – | 646 |
|
|
2023
Q4 | $328K | Sell |
7,741
-16,688
| -68% | -$708K | 0.01% | 515 |
|
|
2023
Q3 | $1.36M | Buy |
24,429
+1,447
| +6% | +$80.6K | 0.03% | 340 |
|
|
2023
Q2 | $1.3M | Sell |
22,982
-3,929
| -15% | -$222K | 0.03% | 312 |
|
|
2023
Q1 | $1.71M | Buy |
26,911
+793
| +3% | +$50.3K | 0.04% | 289 |
|
|
2022
Q4 | $1.43M | Sell |
26,118
-892
| -3% | -$48.7K | 0.04% | 302 |
|
|
2022
Q3 | $1.28M | Sell |
27,010
-1,607
| -6% | -$76.1K | 0.03% | 309 |
|
|
2022
Q2 | $1.39M | Buy |
28,617
+2,917
| +11% | +$141K | 0.04% | 310 |
|
|
2022
Q1 | $1.07M | Buy |
25,700
+17,459
| +212% | +$725K | 0.02% | 342 |
|
|
2021
Q4 | $411K | Buy |
+8,241
| New | +$411K | 0.01% | 488 |
|