LWAM
Legacy Wealth Asset Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.13M | Sell |
47,636
-7,809
| -14% | -$349K | 0.54% | 41 |
|
|
2025
Q1 | $2.89M | Sell |
55,445
-556
| -1% | -$28.9K | 0.8% | 16 |
|
|
2024
Q4 | $2.7M | Sell |
56,001
-3,885
| -6% | -$187K | 0.73% | 19 |
|
|
2024
Q3 | $2.7M | Buy |
59,886
+31
| +0.1% | +$1.4K | 0.72% | 19 |
|
|
2024
Q2 | $1.85M | Buy |
59,855
+3,780
| +7% | +$117K | 0.52% | 46 |
|
|
2024
Q1 | $2.23M | Buy |
56,075
+2,080
| +4% | +$82.8K | 0.62% | 30 |
|
|
2023
Q4 | $2.29M | Buy |
53,995
+17,793
| +49% | +$755K | 0.75% | 17 |
|
|
2023
Q3 | $2.02M | Buy |
36,202
+35
| +0.1% | +$1.95K | 0.74% | 20 |
|
|
2023
Q2 | $2.04M | Sell |
36,167
-3,691
| -9% | -$209K | 0.71% | 24 |
|
|
2023
Q1 | $2.53M | Sell |
39,858
-904
| -2% | -$57.3K | 0.91% | 13 |
|
|
2022
Q4 | $2.23M | Sell |
40,762
-932
| -2% | -$50.9K | 0.85% | 14 |
|
|
2022
Q3 | $1.97M | Buy |
+41,694
| New | +$1.97M | 0.86% | 12 |
|
|
2022
Q1 | – | Sell |
-20,487
| Closed | -$1.02M | – | 342 |
|
|
2021
Q4 | $1.02M | Buy |
20,487
+15,390
| +302% | +$767K | 0.35% | 104 |
|
|
2021
Q3 | $296K | Buy |
5,097
+52
| +1% | +$3.02K | 0.14% | 236 |
|
|
2021
Q2 | $334K | Buy |
5,045
+187
| +4% | +$12.4K | 0.15% | 230 |
|
|
2021
Q1 | $288K | Buy |
4,858
+122
| +3% | +$7.23K | 0.13% | 250 |
|
|
2020
Q4 | $270K | Buy |
+4,736
| New | +$270K | 0.14% | 246 |
|