EFS
Essex Financial Services’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $357K | Buy |
7,981
+17
| +0.2% | +$760 | 0.02% | 495 |
|
|
2025
Q1 | $415K | Buy |
7,964
+737
| +10% | +$38.4K | 0.03% | 421 |
|
|
2024
Q4 | $348K | Buy |
7,227
+17
| +0.2% | +$819 | 0.02% | 454 |
|
|
2024
Q3 | $315K | Sell |
7,210
-1,411
| -16% | -$61.5K | 0.02% | 484 |
|
|
2024
Q2 | $294K | Buy |
+8,621
| New | +$294K | 0.02% | 484 |
|
|
2023
Q3 | – | Sell |
-3,659
| Closed | -$207K | – | 494 |
|
|
2023
Q2 | $207K | Buy |
3,659
+1
| +0% | +$56 | 0.02% | 447 |
|
|
2023
Q1 | $232K | Buy |
+3,658
| New | +$232K | 0.02% | 437 |
|
|
2021
Q4 | – | Sell |
-3,463
| Closed | -$201K | – | 512 |
|
|
2021
Q3 | $201K | Hold |
3,463
| – | – | 0.02% | 449 |
|
|
2021
Q2 | $229K | Buy |
+3,463
| New | +$229K | 0.03% | 400 |
|
|
2018
Q4 | – | Sell |
-6,224
| Closed | -$219K | – | 299 |
|
|
2018
Q3 | $219K | Buy |
6,224
+64
| +1% | +$2.25K | 0.05% | 263 |
|
|
2018
Q2 | $237K | Hold |
6,160
| – | – | 0.06% | 235 |
|
|
2018
Q1 | $256K | Buy |
6,160
+1
| +0% | +$42 | 0.05% | 291 |
|
|
2017
Q4 | $247K | Hold |
6,159
| – | – | 0.06% | 237 |
|
|
2017
Q3 | $246K | Sell |
6,159
-750
| -11% | -$30K | 0.06% | 233 |
|
|
2017
Q2 | $272K | Buy |
+6,909
| New | +$272K | 0.06% | 283 |
|