Perigon 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 | $318K | Sell |
7,115
-201
| -3% | -$8.99K | 0.01% | 825 |
|
|
2025
Q1 | $381K | Sell |
7,316
-566
| -7% | -$29.5K | 0.01% | 722 |
|
|
2024
Q4 | $341K | Buy |
7,882
+149
| +2% | +$6.44K | 0.01% | 768 |
|
|
2024
Q3 | $348K | Buy |
+7,733
| New | +$348K | 0.01% | 726 |
|
|
2024
Q1 | – | Sell |
-7,659
| Closed | -$325K | – | 930 |
|
|
2023
Q4 | $325K | Buy |
7,659
+83
| +1% | +$3.52K | 0.01% | 625 |
|
|
2023
Q3 | $422K | Buy |
7,576
+194
| +3% | +$10.8K | 0.02% | 483 |
|
|
2023
Q2 | $417K | Buy |
+7,382
| New | +$417K | 0.02% | 508 |
|
|
2021
Q1 | – | Sell |
-358
| Closed | -$20K | – | 1048 |
|
|
2020
Q4 | $20K | Buy |
+358
| New | +$20K | ﹤0.01% | 1048 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$8K | – | 605 |
|
|
2018
Q1 | $8K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2017
Q4 | $8K | Hold |
200
| – | – | ﹤0.01% | 508 |
|
|
2017
Q3 | $8K | Buy |
+200
| New | +$8K | ﹤0.01% | 531 |
|