IFP 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 | $70.4K | Buy |
1,576
+366
| +30% | +$16.4K | ﹤0.01% | 1856 |
|
|
2025
Q1 | $63K | Hold |
1,210
| – | – | ﹤0.01% | 1775 |
|
|
2024
Q4 | $58.3K | Sell |
1,210
-19
| -2% | -$915 | ﹤0.01% | 1755 |
|
|
2024
Q3 | $55.3K | Buy |
1,229
+94
| +8% | +$4.23K | ﹤0.01% | 1689 |
|
|
2024
Q2 | $35K | Buy |
1,135
+237
| +26% | +$7.31K | ﹤0.01% | 1825 |
|
|
2024
Q1 | $35.7K | Buy |
898
+80
| +10% | +$3.18K | ﹤0.01% | 1713 |
|
|
2023
Q4 | $34.7K | Sell |
818
-104
| -11% | -$4.41K | ﹤0.01% | 1693 |
|
|
2023
Q3 | $51.4K | Buy |
922
+730
| +380% | +$40.7K | ﹤0.01% | 1541 |
|
|
2023
Q2 | $10.8K | Buy |
192
+9
| +5% | +$508 | ﹤0.01% | 2275 |
|
|
2023
Q1 | $7.2K | Sell |
183
-1,716
| -90% | -$67.5K | ﹤0.01% | 2426 |
|
|
2022
Q4 | $89K | Sell |
1,899
-326
| -15% | -$15.3K | ﹤0.01% | 1823 |
|
|
2022
Q3 | $89K | Buy |
2,225
+55
| +3% | +$2.2K | ﹤0.01% | 1946 |
|
|
2022
Q2 | $87K | Hold |
2,170
| – | – | ﹤0.01% | 1784 |
|
|
2022
Q1 | $87K | Buy |
2,170
+1,356
| +167% | +$54.4K | ﹤0.01% | 1784 |
|
|
2021
Q4 | $41K | Sell |
814
-108
| -12% | -$5.44K | ﹤0.01% | 1607 |
|
|
2021
Q3 | $54K | Buy |
922
+1
| +0.1% | +$59 | ﹤0.01% | 1502 |
|
|
2021
Q2 | $61K | Hold |
921
| – | – | ﹤0.01% | 1442 |
|
|
2021
Q1 | $55K | Sell |
921
-39
| -4% | -$2.33K | ﹤0.01% | 1431 |
|
|
2020
Q4 | $55K | Sell |
960
-73
| -7% | -$4.18K | ﹤0.01% | 1406 |
|
|
2020
Q3 | $55K | Sell |
1,033
-80
| -7% | -$4.26K | ﹤0.01% | 1251 |
|
|
2020
Q2 | $54K | Sell |
1,113
-19
| -2% | -$922 | ﹤0.01% | 1186 |
|
|
2020
Q1 | $50K | Sell |
1,132
-456
| -29% | -$20.1K | 0.01% | 1118 |
|
|
2019
Q4 | $77K | Sell |
1,588
-248
| -14% | -$12K | 0.01% | 1068 |
|
|
2019
Q3 | $81K | Buy |
+1,836
| New | +$81K | 0.01% | 1162 |
|
|
2019
Q1 | $22K | Sell |
498
-3,028
| -86% | -$134K | ﹤0.01% | 1316 |
|
|
2018
Q4 | $118K | Sell |
3,526
-3,739
| -51% | -$125K | 0.01% | 1099 |
|
|
2018
Q3 | $255K | Sell |
7,265
-63
| -0.9% | -$2.21K | 0.01% | 948 |
|
|
2018
Q2 | $282K | Sell |
7,328
-641
| -8% | -$24.7K | 0.01% | 901 |
|
|
2018
Q1 | $319K | Hold |
7,969
| – | – | 0.01% | 799 |
|
|
2017
Q4 | $319K | Sell |
7,969
-4,998
| -39% | -$200K | 0.01% | 796 |
|
|
2017
Q3 | $518K | Buy |
12,967
+709
| +6% | +$28.3K | 0.02% | 679 |
|
|
2017
Q2 | $483K | Sell |
12,258
-133
| -1% | -$5.24K | 0.02% | 695 |
|
|
2017
Q1 | $337K | Buy |
12,391
+17
| +0.1% | +$462 | 0.01% | 858 |
|
|
2016
Q4 | $323K | Buy |
+12,374
| New | +$323K | 0.02% | 819 |
|
|
2016
Q2 | – | Sell |
-498
| Closed | -$22K | – | 4228 |
|
|
2016
Q1 | $22K | Buy |
+498
| New | +$22K | ﹤0.01% | 1316 |
|