EWM
Evermay Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.3K | Hold |
880
| – | – | ﹤0.01% | 339 |
|
|
2025
Q1 | $45.8K | Hold |
880
| – | – | 0.01% | 329 |
|
|
2024
Q4 | $42.4K | Hold |
880
| – | – | 0.01% | 335 |
|
|
2024
Q3 | $39.6K | Sell |
880
-7,625
| -90% | -$343K | 0.01% | 351 |
|
|
2024
Q2 | $262K | Hold |
8,505
| – | – | 0.04% | 173 |
|
|
2024
Q1 | $338K | Sell |
8,505
-200
| -2% | -$7.96K | 0.05% | 163 |
|
|
2023
Q4 | $369K | Hold |
8,705
| – | – | 0.07% | 128 |
|
|
2023
Q3 | $485K | Hold |
8,705
| – | – | 0.1% | 101 |
|
|
2023
Q2 | $492K | Hold |
8,705
| – | – | 0.09% | 104 |
|
|
2023
Q1 | $552K | Sell |
8,705
-8
| -0.1% | -$507 | 0.11% | 91 |
|
|
2022
Q4 | $476K | Sell |
8,713
-70
| -0.8% | -$3.83K | 0.1% | 102 |
|
|
2022
Q3 | $416K | Hold |
8,783
| – | – | 0.08% | 104 |
|
|
2022
Q2 | $426K | Sell |
8,783
-270
| -3% | -$13.1K | 0.08% | 101 |
|
|
2022
Q1 | $376K | Buy |
9,053
+6,985
| +338% | +$290K | 0.06% | 132 |
|
|
2021
Q4 | $103K | Buy |
2,068
+8
| +0.4% | +$398 | 0.02% | 228 |
|
|
2021
Q3 | $120K | Hold |
2,060
| – | – | 0.02% | 205 |
|
|
2021
Q2 | $136K | Buy |
+2,060
| New | +$136K | 0.03% | 202 |
|
|
2019
Q3 | – | Sell |
-5,216
| Closed | -$241K | – | 155 |
|
|
2019
Q2 | $241K | Hold |
5,216
| – | – | 0.07% | 131 |
|
|
2019
Q1 | $234K | Buy |
+5,216
| New | +$234K | 0.07% | 134 |
|
|
2018
Q3 | – | Sell |
-5,216
| Closed | -$201K | – | 150 |
|
|
2018
Q2 | $201K | Hold |
5,216
| – | – | 0.07% | 132 |
|
|
2018
Q1 | $216K | Buy |
+5,216
| New | +$216K | 0.07% | 125 |
|