KLI

Kelman-Lazarov Inc’s Yum China YUMC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,619	Closed	-$222K	–	123
2024 Q4	$222K	Hold	4,619	–	–	0.04%	105
2024 Q3	$208K	Buy	+4,619	New	+$208K	0.04%	109
2023 Q4	–	Sell	-4,619	Closed	-$257K	–	105
2023 Q3	$257K	Hold	4,619	–	–	0.06%	89
2023 Q2	$261K	Hold	4,619	–	–	0.06%	87
2023 Q1	$293K	Hold	4,619	–	–	0.08%	82
2022 Q4	$252K	Sell	4,619 -300	-6%	-$16.4K	0.07%	83
2022 Q3	$233K	Hold	4,919	–	–	0.08%	80
2022 Q2	$239K	Hold	4,919	–	–	0.08%	77
2022 Q1	$204K	Hold	4,919	–	–	0.07%	82
2021 Q4	$245K	Hold	4,919	–	–	0.08%	77
2021 Q3	$286K	Hold	4,919	–	–	0.1%	68
2021 Q2	$326K	Sell	4,919 -800	-14%	-$53K	0.11%	62
2021 Q1	$339K	Hold	5,719	–	–	0.12%	61
2020 Q4	$326K	Hold	5,719	–	–	0.13%	61
2020 Q3	$303K	Hold	5,719	–	–	0.14%	60
2020 Q2	$275K	Sell	5,719 -1,500	-21%	-$72.1K	0.13%	62
2020 Q1	$308K	Sell	7,219 -3,075	-30%	-$131K	0.17%	56
2019 Q4	$494K	Hold	10,294	–	–	0.22%	53
2019 Q3	$468K	Sell	10,294 -200	-2%	-$9.09K	0.23%	57
2019 Q2	$485K	Sell	10,494 -1,229	-10%	-$56.8K	0.25%	57
2019 Q1	$526K	Sell	11,723 -1,842	-14%	-$82.6K	0.28%	60
2018 Q4	$455K	Sell	13,565 -2,484	-15%	-$83.3K	0.28%	65
2018 Q3	$563K	Sell	16,049 -950	-6%	-$33.3K	0.33%	64
2018 Q2	$654K	Sell	16,999 -343	-2%	-$13.2K	0.35%	66
2018 Q1	$720K	Sell	17,342 -4,950	-22%	-$206K	0.39%	62
2017 Q4	$892K	Sell	22,292 -171	-0.8%	-$6.84K	0.46%	58
2017 Q3	$898K	Sell	22,463 -1,084	-5%	-$43.3K	0.47%	59
2017 Q2	$928K	Buy	23,547 +5,050	+27%	+$199K	0.51%	61
2017 Q1	$503K	Sell	18,497 -925	-5%	-$25.2K	0.32%	75
2016 Q4	$507K	Buy	+19,422	New	+$507K	0.29%	79