Patriot Financial Group Insurance Agency’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 | $443K | Buy |
9,902
+1,370
| +16% | +$61.3K | 0.05% | 335 |
|
|
2025
Q1 | $444K | Buy |
8,532
+855
| +11% | +$44.5K | 0.06% | 311 |
|
|
2024
Q4 | $370K | Sell |
7,677
-637
| -8% | -$30.7K | 0.05% | 330 |
|
|
2024
Q3 | $374K | Buy |
+8,314
| New | +$374K | 0.05% | 337 |
|
|
2024
Q2 | – | Sell |
-5,520
| Closed | -$220K | – | 505 |
|
|
2024
Q1 | $220K | Buy |
+5,520
| New | +$220K | 0.03% | 429 |
|
|
2022
Q3 | – | Sell |
-1,776
| Closed | -$86K | – | 1987 |
|
|
2022
Q2 | $86K | Buy |
1,776
+1,404
| +377% | +$68K | 0.02% | 586 |
|
|
2022
Q1 | $15K | Buy |
372
+164
| +79% | +$6.61K | ﹤0.01% | 1219 |
|
|
2021
Q4 | $10K | Hold |
208
| – | – | ﹤0.01% | 1503 |
|
|
2021
Q3 | $12K | Hold |
208
| – | – | ﹤0.01% | 1417 |
|
|
2021
Q2 | $14K | Buy |
208
+1
| +0.5% | +$67 | ﹤0.01% | 1331 |
|
|
2021
Q1 | $12K | Sell |
207
-64
| -24% | -$3.71K | ﹤0.01% | 1309 |
|
|
2020
Q4 | $15K | Buy |
271
+64
| +31% | +$3.54K | ﹤0.01% | 1090 |
|
|
2020
Q3 | $11K | Hold |
207
| – | – | ﹤0.01% | 1021 |
|
|
2020
Q2 | $10K | Hold |
207
| – | – | ﹤0.01% | 988 |
|
|
2020
Q1 | $9K | Sell |
207
-29
| -12% | -$1.26K | ﹤0.01% | 902 |
|
|
2019
Q4 | $11K | Sell |
236
-1,225
| -84% | -$57.1K | ﹤0.01% | 828 |
|
|
2019
Q3 | $66K | Hold |
1,461
| – | – | 0.03% | 395 |
|
|
2019
Q2 | $66K | Buy |
1,461
+71
| +5% | +$3.21K | 0.03% | 398 |
|
|
2019
Q1 | $62K | Buy |
1,390
+100
| +8% | +$4.46K | 0.03% | 352 |
|
|
2018
Q4 | $43K | Sell |
1,290
-164
| -11% | -$5.47K | 0.03% | 350 |
|
|
2018
Q3 | $51K | Buy |
1,454
+945
| +186% | +$33.1K | 0.03% | 300 |
|
|
2018
Q2 | $20K | Sell |
509
-884
| -63% | -$34.7K | 0.02% | 292 |
|
|
2018
Q1 | $55K | Sell |
1,393
-295
| -17% | -$11.6K | 0.04% | 298 |
|
|
2017
Q4 | $71K | Sell |
1,688
-32
| -2% | -$1.35K | 0.05% | 248 |
|
|
2017
Q3 | $74K | Sell |
1,720
-180
| -9% | -$7.74K | 0.07% | 208 |
|
|
2017
Q2 | $71K | Sell |
1,900
-3
| -0.2% | -$112 | 0.07% | 192 |
|
|
2017
Q1 | $54K | Hold |
1,903
| – | – | 0.06% | 210 |
|
|
2016
Q4 | $50K | Buy |
+1,903
| New | +$50K | 0.07% | 217 |
|