Integrated Wealth Concepts’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
$207K Sell
4,620
-435
-9% -$19.5K ﹤0.01% 1758
2025
Q1
$263K Buy
5,055
+210
+4% +$10.9K ﹤0.01% 1476
2024
Q4
$233K Sell
4,845
-472
-9% -$22.7K ﹤0.01% 1520
2024
Q3
$239K Buy
+5,317
New +$239K ﹤0.01% 1476
2024
Q2
Sell
-5,286
Closed -$210K 1722
2024
Q1
$210K Sell
5,286
-234
-4% -$9.31K ﹤0.01% 1502
2023
Q4
$234K Buy
5,520
+1,105
+25% +$46.9K ﹤0.01% 1394
2023
Q3
$246K Buy
4,415
+28
+0.6% +$1.56K ﹤0.01% 1324
2023
Q2
$248K Buy
+4,387
New +$248K ﹤0.01% 1322