Exencial Wealth Advisors’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-40,822
| Closed | -$1.97M | – | 514 |
|
|
2024
Q4 | $1.97M | Sell |
40,822
-6,586
| -14% | -$317K | 0.07% | 213 |
|
|
2024
Q3 | $2.13M | Buy |
47,408
+2,745
| +6% | +$124K | 0.08% | 207 |
|
|
2024
Q2 | $1.38M | Sell |
44,663
-889
| -2% | -$27.4K | 0.05% | 240 |
|
|
2024
Q1 | $1.81M | Buy |
45,552
+27,498
| +152% | +$1.09M | 0.07% | 217 |
|
|
2023
Q4 | $766K | Buy |
+18,054
| New | +$766K | 0.03% | 288 |
|