FMWA
Forvis Mazars Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $298K | Hold |
6,654
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $346K | Sell |
6,654
-40
| -0.6% | -$2.08K | 0.01% | 334 |
|
|
2024
Q4 | $322K | Sell |
6,694
-74
| -1% | -$3.57K | 0.01% | 368 |
|
|
2024
Q3 | $305K | Buy |
6,768
+108
| +2% | +$4.86K | 0.01% | 380 |
|
|
2024
Q2 | $205K | Sell |
6,660
-500
| -7% | -$15.4K | 0.01% | 391 |
|
|
2024
Q1 | $285K | Hold |
7,160
| – | – | 0.01% | 355 |
|
|
2023
Q4 | $304K | Buy |
7,160
+500
| +8% | +$21.2K | 0.01% | 336 |
|
|
2023
Q3 | $371K | Sell |
6,660
-8
| -0.1% | -$446 | 0.01% | 308 |
|
|
2023
Q2 | $377K | Hold |
6,668
| – | – | 0.01% | 324 |
|
|
2023
Q1 | $423K | Hold |
6,668
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $364K | Hold |
6,668
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $316K | Sell |
6,668
-15
| -0.2% | -$711 | 0.01% | 312 |
|
|
2022
Q2 | $324K | Buy |
6,683
+202
| +3% | +$9.79K | 0.01% | 313 |
|
|
2022
Q1 | $269K | Hold |
6,481
| – | – | 0.01% | 257 |
|
|
2021
Q4 | $323K | Hold |
6,481
| – | – | 0.01% | 220 |
|
|
2021
Q3 | $377K | Sell |
6,481
-13
| -0.2% | -$756 | 0.02% | 203 |
|
|
2021
Q2 | $430K | Sell |
6,494
-109
| -2% | -$7.22K | 0.02% | 186 |
|
|
2021
Q1 | $391K | Sell |
6,603
-895
| -12% | -$53K | 0.02% | 197 |
|
|
2020
Q4 | $428K | Buy |
7,498
+41
| +0.5% | +$2.34K | 0.02% | 247 |
|
|
2020
Q3 | $395K | Buy |
7,457
+60
| +0.8% | +$3.18K | 0.02% | 231 |
|
|
2020
Q2 | $356K | Buy |
7,397
+8
| +0.1% | +$385 | 0.02% | 231 |
|
|
2020
Q1 | $315K | Sell |
7,389
-81
| -1% | -$3.45K | 0.03% | 222 |
|
|
2019
Q4 | $359K | Buy |
7,470
+355
| +5% | +$17.1K | 0.03% | 226 |
|
|
2019
Q3 | $323K | Sell |
7,115
-133
| -2% | -$6.04K | 0.03% | 215 |
|
|
2019
Q2 | $335K | Sell |
7,248
-18
| -0.2% | -$832 | 0.03% | 210 |
|
|
2019
Q1 | $326K | Hold |
7,266
| – | – | 0.03% | 203 |
|
|
2018
Q4 | $244K | Sell |
7,266
-7
| -0.1% | -$235 | 0.02% | 200 |
|
|
2018
Q3 | $255K | Sell |
7,273
-32
| -0.4% | -$1.12K | 0.02% | 205 |
|
|
2018
Q2 | $281K | Buy |
7,305
+4
| +0.1% | +$154 | 0.03% | 200 |
|
|
2018
Q1 | $303K | Sell |
7,301
-184
| -2% | -$7.64K | 0.03% | 193 |
|
|
2017
Q4 | $300K | Sell |
7,485
-53
| -0.7% | -$2.12K | 0.03% | 202 |
|
|
2017
Q3 | $301K | Sell |
7,538
-9
| -0.1% | -$359 | 0.03% | 190 |
|
|
2017
Q2 | $298K | Buy |
7,547
+30
| +0.4% | +$1.19K | 0.03% | 186 |
|
|
2017
Q1 | $204K | Sell |
7,517
-684
| -8% | -$18.6K | 0.02% | 206 |
|
|
2016
Q4 | $214K | Buy |
+8,201
| New | +$214K | 0.03% | 195 |
|