JFS 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 | $3.94K | Sell |
88
-93
| -51% | -$4.16K | ﹤0.01% | 1167 |
|
|
2025
Q1 | $9.42K | Buy |
181
+56
| +45% | +$2.92K | ﹤0.01% | 899 |
|
|
2024
Q4 | $6.02K | Buy |
125
+12
| +11% | +$578 | ﹤0.01% | 1057 |
|
|
2024
Q3 | $5.09K | Sell |
113
-4
| -3% | -$180 | ﹤0.01% | 1114 |
|
|
2024
Q2 | $3.61K | Buy |
117
+21
| +22% | +$648 | ﹤0.01% | 1194 |
|
|
2024
Q1 | $3.82K | Sell |
96
-38
| -28% | -$1.51K | ﹤0.01% | 1200 |
|
|
2023
Q4 | $5.69K | Buy |
134
+17
| +15% | +$721 | ﹤0.01% | 1005 |
|
|
2023
Q3 | $6.52K | Sell |
117
-11
| -9% | -$613 | ﹤0.01% | 884 |
|
|
2023
Q2 | $7.23K | Buy |
128
+11
| +9% | +$622 | ﹤0.01% | 851 |
|
|
2023
Q1 | $7.42K | Buy |
117
+8
| +7% | +$507 | ﹤0.01% | 831 |
|
|
2022
Q4 | $5.96K | Buy |
109
+27
| +33% | +$1.48K | ﹤0.01% | 925 |
|
|
2022
Q3 | $4K | Buy |
82
+80
| +4,000% | +$3.9K | ﹤0.01% | 1116 |
|
|
2022
Q2 | $0 | Sell |
2
-285
| -99% | – | ﹤0.01% | 1960 |
|
|
2022
Q1 | $12K | Buy |
287
+109
| +61% | +$4.56K | ﹤0.01% | 750 |
|
|
2021
Q4 | $9K | Sell |
178
-285
| -62% | -$14.4K | ﹤0.01% | 713 |
|
|
2021
Q3 | $27K | Buy |
+463
| New | +$27K | ﹤0.01% | 502 |
|
|
2020
Q2 | – | Sell |
-500
| Closed | -$21K | – | 582 |
|
|
2020
Q1 | $21K | Sell |
500
-84
| -14% | -$3.53K | 0.01% | 271 |
|
|
2019
Q4 | $28K | Hold |
584
| – | – | 0.01% | 280 |
|
|
2019
Q3 | $27K | Buy |
584
+84
| +17% | +$3.88K | 0.01% | 278 |
|
|
2019
Q2 | $23K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2019
Q1 | $22K | Hold |
500
| – | – | 0.01% | 290 |
|
|
2018
Q4 | $17K | Sell |
500
-80
| -14% | -$2.72K | ﹤0.01% | 300 |
|
|
2018
Q3 | $20K | Hold |
580
| – | – | 0.01% | 328 |
|
|
2018
Q2 | $22K | Hold |
580
| – | – | 0.01% | 306 |
|
|
2018
Q1 | $24K | Hold |
580
| – | – | 0.01% | 301 |
|
|
2017
Q4 | $23K | Hold |
580
| – | – | 0.01% | 316 |
|
|
2017
Q3 | $23K | Buy |
+580
| New | +$23K | 0.01% | 308 |
|