Heritage 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
Q2 | $4.61K | Hold |
103
| – | – | ﹤0.01% | 470 |
|
|
2025
Q1 | $5.36K | Hold |
103
| – | – | ﹤0.01% | 453 |
|
|
2024
Q4 | $4.96K | Hold |
103
| – | – | ﹤0.01% | 491 |
|
|
2024
Q3 | $4.64K | Hold |
103
| – | – | ﹤0.01% | 489 |
|
|
2024
Q2 | $3.18K | Buy |
+103
| New | +$3.18K | ﹤0.01% | 467 |
|
|
2022
Q1 | – | Sell |
-510
| Closed | -$25K | – | 567 |
|
|
2021
Q4 | $25K | Hold |
510
| – | – | ﹤0.01% | 392 |
|
|
2021
Q3 | $29.6K | Hold |
510
| – | – | ﹤0.01% | 369 |
|
|
2021
Q2 | $33.8K | Hold |
510
| – | – | ﹤0.01% | 358 |
|
|
2021
Q1 | $30.2K | Hold |
510
| – | – | ﹤0.01% | 382 |
|
|
2020
Q4 | $29K | Buy |
+510
| New | +$29K | ﹤0.01% | 376 |
|
|
2020
Q2 | – | Sell |
-267
| Closed | -$11.4K | – | 455 |
|
|
2020
Q1 | $11.4K | Buy |
+267
| New | +$11.4K | ﹤0.01% | 365 |
|