Jones Financial Companies’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 | $925K | Buy |
20,706
+3,842
| +23% | +$172K | ﹤0.01% | 1031 |
|
2025
Q1 | $875K | Buy |
16,864
+2,977
| +21% | +$154K | ﹤0.01% | 913 |
|
2024
Q4 | $669K | Buy |
13,887
+3,979
| +40% | +$192K | ﹤0.01% | 877 |
|
2024
Q3 | $449K | Buy |
9,908
+9,872
| +27,422% | +$448K | ﹤0.01% | 858 |
|
2024
Q2 | $1.11K | Sell |
36
-353
| -91% | -$10.9K | ﹤0.01% | 2272 |
|
2024
Q1 | $15.5K | Buy |
389
+62
| +19% | +$2.47K | ﹤0.01% | 957 |
|
2023
Q4 | $13.9K | Buy |
327
+12
| +4% | +$509 | ﹤0.01% | 638 |
|
2023
Q3 | $17.6K | Hold |
315
| – | – | ﹤0.01% | 445 |
|
2023
Q2 | $17.8K | Hold |
315
| – | – | ﹤0.01% | 432 |
|
2023
Q1 | $20K | Sell |
315
-1,000
| -76% | -$63.4K | ﹤0.01% | 422 |
|
2022
Q4 | $72K | Buy |
1,315
+832
| +172% | +$45.6K | ﹤0.01% | 324 |
|
2022
Q3 | $23K | Hold |
483
| – | – | ﹤0.01% | 367 |
|
2022
Q2 | $24K | Sell |
483
-280
| -37% | -$13.9K | ﹤0.01% | 388 |
|
2022
Q1 | $32K | Buy |
763
+59
| +8% | +$2.47K | ﹤0.01% | 388 |
|
2021
Q4 | $35K | Hold |
704
| – | – | ﹤0.01% | 406 |
|
2021
Q3 | $41K | Buy |
704
+100
| +17% | +$5.82K | ﹤0.01% | 347 |
|
2021
Q2 | $40K | Sell |
604
-560
| -48% | -$37.1K | ﹤0.01% | 332 |
|
2021
Q1 | $69K | Buy |
1,164
+226
| +24% | +$13.4K | ﹤0.01% | 313 |
|
2020
Q4 | $54K | Buy |
+938
| New | +$54K | ﹤0.01% | 290 |
|