Kestra Private Wealth Services’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 | – | Sell |
-7,967
| Closed | -$415K | – | 1685 |
|
|
2025
Q1 | $415K | Sell |
7,967
-1,187
| -13% | -$61.8K | 0.01% | 1050 |
|
|
2024
Q4 | $441K | Buy |
9,154
+4,583
| +100% | +$221K | 0.01% | 976 |
|
|
2024
Q3 | $206K | Buy |
+4,571
| New | +$206K | ﹤0.01% | 1258 |
|
|
2024
Q1 | – | Sell |
-4,862
| Closed | -$206K | – | 1361 |
|
|
2023
Q4 | $206K | Buy |
4,862
+166
| +4% | +$7.04K | 0.01% | 1097 |
|
|
2023
Q3 | $262K | Buy |
+4,696
| New | +$262K | 0.01% | 926 |
|
|
2023
Q2 | – | Sell |
-4,154
| Closed | -$263K | – | 1142 |
|
|
2023
Q1 | $263K | Sell |
4,154
-85
| -2% | -$5.39K | 0.01% | 829 |
|
|
2022
Q4 | $232K | Buy |
+4,239
| New | +$232K | 0.01% | 748 |
|
|
2022
Q3 | – | Sell |
-12,695
| Closed | -$616K | – | 971 |
|
|
2022
Q2 | $616K | Buy |
12,695
+166
| +1% | +$8.06K | 0.04% | 447 |
|
|
2022
Q1 | $520K | Buy |
12,529
+685
| +6% | +$28.4K | 0.03% | 566 |
|
|
2021
Q4 | $590K | Buy |
+11,844
| New | +$590K | 0.03% | 539 |
|