OneDigital Investment Advisors’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 | $401K | Sell |
8,962
-3,751
| -30% | -$168K | ﹤0.01% | 1002 |
|
|
2025
Q1 | $662K | Sell |
12,713
-135
| -1% | -$7.03K | 0.01% | 752 |
|
|
2024
Q4 | $619K | Buy |
12,848
+2,939
| +30% | +$142K | 0.01% | 804 |
|
|
2024
Q3 | $446K | Buy |
9,909
+1,642
| +20% | +$73.9K | 0.01% | 978 |
|
|
2024
Q2 | $255K | Buy |
8,267
+873
| +12% | +$26.9K | ﹤0.01% | 1177 |
|
|
2024
Q1 | $294K | Buy |
7,394
+2,283
| +45% | +$90.8K | ﹤0.01% | 918 |
|
|
2023
Q4 | $217K | Buy |
+5,111
| New | +$217K | ﹤0.01% | 1031 |
|
|
2023
Q2 | – | Sell |
-3,471
| Closed | -$220K | – | 1056 |
|
|
2023
Q1 | $220K | Buy |
+3,471
| New | +$220K | 0.01% | 881 |
|
|
2019
Q3 | – | Sell |
-1,814
| Closed | -$84K | – | 1133 |
|
|
2019
Q2 | $84K | Hold |
1,814
| – | – | 0.01% | 484 |
|
|
2019
Q1 | $81K | Hold |
1,814
| – | – | 0.01% | 406 |
|
|
2018
Q4 | $61K | Buy |
+1,814
| New | +$61K | 0.01% | 422 |
|
|
2018
Q3 | – | Sell |
-2,258
| Closed | -$87K | – | 1294 |
|
|
2018
Q2 | $87K | Buy |
2,258
+1
| +0% | +$39 | 0.02% | 364 |
|
|
2018
Q1 | $94K | Hold |
2,257
| – | – | 0.02% | 361 |
|
|
2017
Q4 | $90K | Buy |
2,257
+332
| +17% | +$13.2K | 0.01% | 370 |
|
|
2017
Q3 | $77K | Sell |
1,925
-410
| -18% | -$16.4K | 0.03% | 283 |
|
|
2017
Q2 | $92K | Buy |
+2,335
| New | +$92K | 0.03% | 329 |
|