EP Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,315
| Closed | -$225K | – | 1481 |
|
|
2025
Q1 | $225K | Sell |
4,315
-104
| -2% | -$5.41K | ﹤0.01% | 1075 |
|
|
2024
Q4 | $213K | Buy |
+4,419
| New | +$213K | ﹤0.01% | 1044 |
|
|
2023
Q4 | – | Sell |
-4,427
| Closed | -$247K | – | 843 |
|
|
2023
Q3 | $247K | Sell |
4,427
-1,373
| -24% | -$76.5K | ﹤0.01% | 606 |
|
|
2023
Q2 | $222K | Sell |
5,800
-6,824
| -54% | -$261K | ﹤0.01% | 630 |
|
|
2023
Q1 | $1.67M | Buy |
+12,624
| New | +$1.67M | 0.03% | 238 |
|
|
2022
Q3 | – | Sell |
-7,462
| Closed | -$362K | – | 662 |
|
|
2022
Q2 | $362K | Buy |
+7,462
| New | +$362K | 0.01% | 443 |
|
|
2022
Q1 | – | Sell |
-8,387
| Closed | -$418K | – | 669 |
|
|
2021
Q4 | $418K | Buy |
8,387
+800
| +11% | +$39.9K | 0.01% | 391 |
|
|
2021
Q3 | $441K | Buy |
7,587
+3,425
| +82% | +$199K | 0.01% | 357 |
|
|
2021
Q2 | $276K | Buy |
4,162
+477
| +13% | +$31.6K | 0.01% | 458 |
|
|
2021
Q1 | $218K | Buy |
+3,685
| New | +$218K | 0.01% | 462 |
|