KWM
Kingsview Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $256K | Sell |
5,721
-573
| -9% | -$25.6K | ﹤0.01% | 1006 |
|
|
2025
Q1 | $328K | Sell |
6,294
-329
| -5% | -$17.1K | 0.01% | 860 |
|
|
2024
Q4 | $319K | Buy |
6,623
+892
| +16% | +$43K | 0.01% | 880 |
|
|
2024
Q3 | $258K | Buy |
+5,731
| New | +$258K | 0.01% | 932 |
|
|
2024
Q2 | – | Sell |
-5,156
| Closed | -$205K | – | 1123 |
|
|
2024
Q1 | $205K | Sell |
5,156
-87
| -2% | -$3.46K | 0.01% | 961 |
|
|
2023
Q4 | $222K | Sell |
5,243
-2,693
| -34% | -$114K | 0.01% | 867 |
|
|
2023
Q3 | $442K | Sell |
7,936
-11
| -0.1% | -$613 | 0.02% | 652 |
|
|
2023
Q2 | $449K | Buy |
7,947
+3
| +0% | +$169 | 0.02% | 623 |
|
|
2023
Q1 | $504K | Buy |
7,944
+502
| +7% | +$31.8K | 0.02% | 574 |
|
|
2022
Q4 | $407K | Buy |
7,442
+302
| +4% | +$16.5K | 0.02% | 569 |
|
|
2022
Q3 | $338K | Buy |
7,140
+3
| +0% | +$142 | 0.02% | 606 |
|
|
2022
Q2 | $346K | Sell |
7,137
-327
| -4% | -$15.9K | 0.02% | 619 |
|
|
2022
Q1 | $310K | Buy |
7,464
+1,037
| +16% | +$43.1K | 0.01% | 692 |
|
|
2021
Q4 | $320K | Sell |
6,427
-47
| -0.7% | -$2.34K | 0.01% | 693 |
|
|
2021
Q3 | $376K | Buy |
6,474
+2,248
| +53% | +$131K | 0.02% | 619 |
|
|
2021
Q2 | $279K | Buy |
4,226
+406
| +11% | +$26.8K | 0.01% | 714 |
|
|
2021
Q1 | $226K | Buy |
+3,820
| New | +$226K | 0.01% | 732 |
|