Ironwood Financial’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 | $233K | Hold |
4,474
| – | – | 0.05% | 148 |
|
|
2025
Q1 | $233K | Hold |
4,474
| – | – | 0.05% | 148 |
|
|
2024
Q4 | $216K | Hold |
4,474
| – | – | 0.05% | 152 |
|
|
2024
Q3 | $201K | Buy |
+4,474
| New | +$201K | 0.04% | 149 |
|
|
2024
Q1 | – | Sell |
-4,757
| Closed | -$202K | – | 153 |
|
|
2023
Q4 | $202K | Hold |
4,757
| – | – | 0.05% | 142 |
|
|
2023
Q3 | $265K | Sell |
4,757
-40
| -0.8% | -$2.23K | 0.07% | 124 |
|
|
2023
Q2 | $271K | Hold |
4,797
| – | – | 0.07% | 124 |
|
|
2023
Q1 | $304K | Hold |
4,797
| – | – | 0.08% | 122 |
|
|
2022
Q4 | $262K | Hold |
4,797
| – | – | 0.08% | 123 |
|
|
2022
Q3 | $227K | Hold |
4,797
| – | – | 0.08% | 110 |
|
|
2022
Q2 | $233K | Buy |
+4,797
| New | +$233K | 0.07% | 112 |
|
|
2022
Q1 | – | Sell |
-4,797
| Closed | -$239K | – | 132 |
|
|
2021
Q4 | $239K | Hold |
4,797
| – | – | 0.07% | 116 |
|
|
2021
Q3 | $279K | Hold |
4,797
| – | – | 0.08% | 99 |
|
|
2021
Q2 | $318K | Hold |
4,797
| – | – | 0.1% | 94 |
|
|
2021
Q1 | $284K | Buy |
4,797
+114
| +2% | +$6.75K | 0.09% | 94 |
|
|
2020
Q4 | $267K | Buy |
+4,683
| New | +$267K | 0.1% | 88 |
|