Montag & Associates’s Yum China YUMC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$101K Hold
2025
Q2
$105K Sell
2025
Q1
$122K Hold
2024
Q4
$113K Sell
2024
Q3
$315K Sell
2024
Q2
$223K Hold
2024
Q1
$288K Sell
2023
Q4
$310K Sell
2023
Q3
$409K Buy
2023
Q2
$414K Sell
2023
Q1
$465K Hold
2022
Q4
$401K Buy
2022
Q3
$347K Buy
2022
Q2
$134K Hold
2022
Q1
$115K Hold
2021
Q4
$138K Hold
2021
Q3
$161K Hold
2021
Q2
$184K Hold
2021
Q1
$164K Hold
2020
Q4
$158K Buy