Modera Wealth Management’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 | $201K | Buy |
4,489
+177
| +4% | +$7.91K | ﹤0.01% | 628 |
|
|
2025
Q1 | $224K | Hold |
4,312
| – | – | ﹤0.01% | 575 |
|
|
2024
Q4 | $208K | Buy |
+4,312
| New | +$208K | ﹤0.01% | 592 |
|
|
2023
Q4 | – | Sell |
-4,307
| Closed | -$240K | – | 558 |
|
|
2023
Q3 | $240K | Hold |
4,307
| – | – | ﹤0.01% | 490 |
|
|
2023
Q2 | $243K | Buy |
4,307
+336
| +8% | +$19K | ﹤0.01% | 496 |
|
|
2023
Q1 | $252K | Buy |
3,971
+100
| +3% | +$6.34K | 0.01% | 308 |
|
|
2022
Q4 | $212K | Buy |
+3,871
| New | +$212K | 0.01% | 325 |
|