Optimum 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 | $17.9K | Hold |
400
| – | – | 0.01% | 451 |
|
|
2025
Q1 | $20.8K | Hold |
400
| – | – | 0.01% | 436 |
|
|
2024
Q4 | $19.3K | Hold |
400
| – | – | 0.01% | 432 |
|
|
2024
Q3 | $18K | Hold |
400
| – | – | 0.01% | 460 |
|
|
2024
Q2 | $12.3K | Hold |
400
| – | – | 0.01% | 500 |
|
|
2024
Q1 | $15.9K | Hold |
400
| – | – | 0.01% | 474 |
|
|
2023
Q4 | $17K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2023
Q3 | $22.3K | Hold |
400
| – | – | 0.01% | 455 |
|
|
2023
Q2 | $22.6K | Hold |
400
| – | – | 0.01% | 457 |
|
|
2023
Q1 | $25.4K | Hold |
400
| – | – | 0.01% | 449 |
|
|
2022
Q4 | $21.9K | Sell |
400
-300
| -43% | -$16.4K | 0.01% | 475 |
|
|
2022
Q3 | $33K | Hold |
700
| – | – | 0.02% | 440 |
|
|
2022
Q2 | $34K | Hold |
700
| – | – | 0.02% | 453 |
|
|
2022
Q1 | $29K | Hold |
700
| – | – | 0.01% | 526 |
|
|
2021
Q4 | $35K | Hold |
700
| – | – | 0.01% | 525 |
|
|
2021
Q3 | $41K | Sell |
700
-100
| -13% | -$5.86K | 0.02% | 488 |
|
|
2021
Q2 | $53K | Hold |
800
| – | – | 0.02% | 493 |
|
|
2021
Q1 | $47K | Buy |
800
+300
| +60% | +$17.6K | 0.01% | 516 |
|
|
2020
Q4 | $29K | Hold |
500
| – | – | 0.01% | 566 |
|
|
2020
Q3 | $26K | Hold |
500
| – | – | 0.01% | 561 |
|
|
2020
Q2 | $24K | Hold |
500
| – | – | 0.01% | 577 |
|
|
2020
Q1 | $21K | Sell |
500
-309
| -38% | -$13K | 0.01% | 564 |
|
|
2019
Q4 | $39K | Hold |
809
| – | – | 0.01% | 560 |
|
|
2019
Q3 | $37K | Hold |
809
| – | – | 0.01% | 566 |
|
|
2019
Q2 | $37K | Hold |
809
| – | – | 0.01% | 568 |
|
|
2019
Q1 | $36K | Sell |
809
-100
| -11% | -$4.45K | 0.01% | 584 |
|
|
2018
Q4 | $30K | Sell |
909
-1,155
| -56% | -$38.1K | 0.01% | 570 |
|
|
2018
Q3 | $72K | Sell |
2,064
-2,010
| -49% | -$70.1K | 0.02% | 458 |
|
|
2018
Q2 | $157K | Sell |
4,074
-294
| -7% | -$11.3K | 0.05% | 331 |
|
|
2018
Q1 | $181K | Buy |
+4,368
| New | +$181K | 0.05% | 304 |
|
|
2017
Q1 | – | Sell |
-20,344
| Closed | -$531K | – | 295 |
|
|
2016
Q4 | $531K | Buy |
+20,344
| New | +$531K | 0.2% | 138 |
|