Creative 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 | $3.36M | Sell |
75,168
-540
| -0.7% | -$24.1K | ﹤0.01% | 966 |
|
|
2025
Q1 | $3.94M | Buy |
75,708
+4,055
| +6% | +$211K | ﹤0.01% | 805 |
|
|
2024
Q4 | $3.45M | Buy |
71,653
+14,846
| +26% | +$715K | ﹤0.01% | 820 |
|
|
2024
Q3 | $2.56M | Sell |
56,807
-3,280
| -5% | -$148K | ﹤0.01% | 938 |
|
|
2024
Q2 | $1.85M | Sell |
60,087
-1,418
| -2% | -$43.7K | ﹤0.01% | 1023 |
|
|
2024
Q1 | $2.45M | Sell |
61,505
-2,874
| -4% | -$114K | ﹤0.01% | 886 |
|
|
2023
Q4 | $2.73M | Buy |
64,379
+2,092
| +3% | +$88.8K | 0.01% | 784 |
|
|
2023
Q3 | $3.47M | Buy |
62,287
+8,102
| +15% | +$451K | ﹤0.01% | 641 |
|
|
2023
Q2 | $3.06M | Buy |
54,185
+1,696
| +3% | +$95.8K | ﹤0.01% | 664 |
|
|
2023
Q1 | $3.33M | Buy |
52,489
+39
| +0.1% | +$2.47K | ﹤0.01% | 613 |
|
|
2022
Q4 | $2.87M | Buy |
52,450
+170
| +0.3% | +$9.29K | ﹤0.01% | 632 |
|
|
2022
Q3 | $2.47M | Buy |
52,280
+515
| +1% | +$24.4K | ﹤0.01% | 622 |
|
|
2022
Q2 | $2.51M | Buy |
51,765
+504
| +1% | +$24.4K | ﹤0.01% | 642 |
|
|
2022
Q1 | $2.13M | Buy |
51,261
+1,013
| +2% | +$42.1K | ﹤0.01% | 698 |
|
|
2021
Q4 | $2.5M | Sell |
50,248
-20,499
| -29% | -$1.02M | ﹤0.01% | 619 |
|
|
2021
Q3 | $4.11M | Buy |
70,747
+25,022
| +55% | +$1.45M | 0.01% | 461 |
|
|
2021
Q2 | $3.03M | Sell |
45,725
-93,256
| -67% | -$6.18M | 0.01% | 541 |
|
|
2021
Q1 | $8.23M | Sell |
138,981
-1,016
| -0.7% | -$60.2K | 0.02% | 305 |
|
|
2020
Q4 | $7.99M | Sell |
139,997
-3,215
| -2% | -$184K | 0.02% | 293 |
|
|
2020
Q3 | $7.58M | Buy |
143,212
+1,772
| +1% | +$93.8K | 0.02% | 249 |
|
|
2020
Q2 | $6.8M | Sell |
141,440
-11,438
| -7% | -$550K | 0.02% | 236 |
|
|
2020
Q1 | $6.52M | Sell |
152,878
-4,090
| -3% | -$174K | 0.02% | 219 |
|
|
2019
Q4 | $7.54M | Sell |
156,968
-6,209
| -4% | -$298K | 0.02% | 237 |
|
|
2019
Q3 | $7.41M | Buy |
163,177
+519
| +0.3% | +$23.6K | 0.02% | 231 |
|
|
2019
Q2 | $7.52M | Sell |
162,658
-6,688
| -4% | -$309K | 0.03% | 224 |
|
|
2019
Q1 | $7.61M | Sell |
169,346
-2,853
| -2% | -$128K | 0.03% | 210 |
|
|
2018
Q4 | $5.77M | Buy |
172,199
+3,513
| +2% | +$118K | 0.02% | 218 |
|
|
2018
Q3 | $5.92M | Buy |
168,686
+2,900
| +2% | +$102K | 0.02% | 240 |
|
|
2018
Q2 | $6.38M | Sell |
165,786
-473
| -0.3% | -$18.2K | 0.03% | 216 |
|
|
2018
Q1 | $6.9M | Sell |
166,259
-860
| -0.5% | -$35.7K | 0.03% | 191 |
|
|
2017
Q4 | $6.69M | Buy |
167,119
+1,698
| +1% | +$68K | 0.03% | 188 |
|
|
2017
Q3 | $6.61M | Buy |
165,421
+1,152
| +0.7% | +$46K | 0.03% | 188 |
|
|
2017
Q2 | $6.48M | Buy |
164,269
+2,535
| +2% | +$100K | 0.03% | 191 |
|
|
2017
Q1 | $4.4M | Sell |
161,734
-5,408
| -3% | -$147K | 0.02% | 228 |
|
|
2016
Q4 | $4.37M | Buy |
+167,142
| New | +$4.37M | 0.03% | 227 |
|