Geneos Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $64.9K | Sell |
1,452
-1,143
| -44% | -$51.1K | ﹤0.01% | 1438 |
|
|
2025
Q1 | $135K | Buy |
2,595
+1,499
| +137% | +$78.1K | ﹤0.01% | 1406 |
|
|
2024
Q4 | $52.8K | Sell |
1,096
-51
| -4% | -$2.46K | ﹤0.01% | 1293 |
|
|
2024
Q3 | $51.6K | Buy |
1,147
+103
| +10% | +$4.64K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $32.2K | Buy |
1,044
+142
| +16% | +$4.38K | ﹤0.01% | 1215 |
|
|
2024
Q1 | $35.9K | Hold |
902
| – | – | ﹤0.01% | 1183 |
|
|
2023
Q4 | $38.3K | Sell |
902
-48
| -5% | -$2.04K | ﹤0.01% | 1149 |
|
|
2023
Q3 | $52.9K | Buy |
950
+13
| +1% | +$724 | ﹤0.01% | 1064 |
|
|
2023
Q2 | $52.9K | Buy |
937
+2
| +0.2% | +$113 | ﹤0.01% | 1065 |
|
|
2023
Q1 | $59.3K | Hold |
935
| – | – | ﹤0.01% | 1015 |
|
|
2022
Q4 | $51.1K | Buy |
935
+51
| +6% | +$2.79K | ﹤0.01% | 1052 |
|
|
2022
Q3 | $41K | Sell |
884
-6,473
| -88% | -$300K | ﹤0.01% | 1090 |
|
|
2022
Q2 | $372K | Sell |
7,357
-1,080
| -13% | -$54.6K | 0.02% | 579 |
|
|
2022
Q1 | $350K | Sell |
8,437
-127
| -1% | -$5.27K | 0.02% | 628 |
|
|
2021
Q4 | $426K | Sell |
8,564
-75
| -0.9% | -$3.73K | 0.02% | 632 |
|
|
2021
Q3 | $504K | Buy |
8,639
+76
| +0.9% | +$4.43K | 0.02% | 575 |
|
|
2021
Q2 | $567K | Sell |
8,563
-297
| -3% | -$19.7K | 0.02% | 534 |
|
|
2021
Q1 | $557K | Hold |
8,860
| – | – | 0.02% | 612 |
|
|
2020
Q4 | $509K | Buy |
8,860
+249
| +3% | +$14.3K | 0.02% | 533 |
|
|
2020
Q3 | $442K | Hold |
8,611
| – | – | 0.02% | 461 |
|
|
2020
Q2 | $427K | Buy |
8,611
+120
| +1% | +$5.95K | 0.02% | 445 |
|
|
2020
Q1 | $361K | Hold |
8,491
| – | – | 0.02% | 442 |
|
|
2019
Q4 | $413K | Sell |
8,491
-606
| -7% | -$29.5K | 0.02% | 485 |
|
|
2019
Q3 | $408K | Buy |
9,097
+187
| +2% | +$8.39K | 0.02% | 458 |
|
|
2019
Q2 | $411K | Buy |
8,910
+58
| +0.7% | +$2.68K | 0.03% | 465 |
|
|
2019
Q1 | $397K | Sell |
8,852
-13
| -0.1% | -$583 | 0.03% | 461 |
|
|
2018
Q4 | $296K | Hold |
8,865
| – | – | 0.02% | 491 |
|
|
2018
Q3 | $311K | Sell |
8,865
-297
| -3% | -$10.4K | 0.02% | 498 |
|
|
2018
Q2 | $352K | Sell |
9,162
-80
| -0.9% | -$3.07K | 0.03% | 397 |
|
|
2018
Q1 | $383K | Sell |
9,242
-521
| -5% | -$21.6K | 0.03% | 363 |
|
|
2017
Q4 | $390K | Buy |
9,763
+269
| +3% | +$10.7K | 0.03% | 370 |
|
|
2017
Q3 | $379K | Buy |
9,494
+511
| +6% | +$20.4K | 0.04% | 357 |
|
|
2017
Q2 | $354K | Sell |
8,983
-389
| -4% | -$15.3K | 0.04% | 359 |
|
|
2017
Q1 | $254K | Sell |
9,372
-136
| -1% | -$3.69K | 0.03% | 421 |
|
|
2016
Q4 | $248K | Buy |
+9,508
| New | +$248K | 0.03% | 412 |
|