PMFA
Plante Moran Financial Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
6,795
+5,694
| +517% | +$255K | 0.02% | 124 |
|
|
2025
Q1 | $57.3K | Hold |
1,101
| – | – | ﹤0.01% | 317 |
|
|
2024
Q4 | $53K | Hold |
1,101
| – | – | ﹤0.01% | 339 |
|
|
2024
Q3 | $49.6K | Sell |
1,101
-240
| -18% | -$10.8K | ﹤0.01% | 385 |
|
|
2024
Q2 | $41.4K | Hold |
1,341
| – | – | ﹤0.01% | 374 |
|
|
2024
Q1 | $53.4K | Sell |
1,341
-144,269
| -99% | -$5.74M | 0.01% | 323 |
|
|
2023
Q4 | $6.18M | Hold |
145,610
| – | – | 0.65% | 15 |
|
|
2023
Q3 | $8.11M | Hold |
145,610
| – | – | 0.97% | 12 |
|
|
2023
Q2 | $8.23M | Hold |
145,610
| – | – | 0.97% | 12 |
|
|
2023
Q1 | $9.23M | Hold |
145,610
| – | – | 1.26% | 12 |
|
|
2022
Q4 | $7.96M | Hold |
145,610
| – | – | 1.15% | 13 |
|
|
2022
Q3 | $6.89M | Sell |
145,610
-47
| -0% | -$2.23K | 1.18% | 12 |
|
|
2022
Q2 | $7.06M | Buy |
145,657
+47
| +0% | +$2.28K | 1.18% | 12 |
|
|
2022
Q1 | $6.05M | Sell |
145,610
-59,934
| -29% | -$2.49M | 1.13% | 11 |
|
|
2021
Q4 | $10.2M | Buy |
205,544
+48,114
| +31% | +$2.4M | 1.68% | 9 |
|
|
2021
Q3 | $9.15M | Sell |
157,430
-5,910
| -4% | -$343K | 2.03% | 9 |
|
|
2021
Q2 | $10.8M | Sell |
163,340
-11,820
| -7% | -$783K | 2.63% | 9 |
|
|
2021
Q1 | $10.4M | Sell |
175,160
-5,810
| -3% | -$344K | 2.84% | 8 |
|
|
2020
Q4 | $10.3M | Sell |
180,970
-9,213
| -5% | -$526K | 3.19% | 6 |
|
|
2020
Q3 | $10.1M | Sell |
190,183
-5,898
| -3% | -$312K | 3.54% | 5 |
|
|
2020
Q2 | $9.43M | Sell |
196,081
-8,547
| -4% | -$411K | 3.76% | 5 |
|
|
2020
Q1 | $8.72M | Sell |
204,628
-11,396
| -5% | -$486K | 3.99% | 4 |
|
|
2019
Q4 | $10.4M | Sell |
216,024
-19,938
| -8% | -$957K | 3.61% | 4 |
|
|
2019
Q3 | $10.7M | Buy |
235,962
+8,538
| +4% | +$388K | 3.12% | 7 |
|
|
2019
Q2 | $10.5M | Sell |
227,424
-6,921
| -3% | -$320K | 3.22% | 7 |
|
|
2019
Q1 | $10.5M | Sell |
234,345
-9,201
| -4% | -$413K | 3.26% | 8 |
|
|
2018
Q4 | $8.17M | Sell |
243,546
-41,364
| -15% | -$1.39M | 2.84% | 8 |
|
|
2018
Q3 | $10M | Buy |
284,910
+276,271
| +3,198% | +$9.7M | 3.25% | 8 |
|
|
2018
Q2 | $332K | Sell |
8,639
-65
| -0.7% | -$2.5K | 0.17% | 99 |
|
|
2018
Q1 | $361K | Buy |
8,704
+197
| +2% | +$8.17K | 0.2% | 92 |
|
|
2017
Q4 | $340K | Buy |
8,507
+6,060
| +248% | +$242K | 0.19% | 92 |
|
|
2017
Q3 | $98K | Hold |
2,447
| – | – | 0.06% | 208 |
|
|
2017
Q2 | $96K | Sell |
2,447
-149
| -6% | -$5.85K | 0.06% | 203 |
|
|
2017
Q1 | $71K | Sell |
2,596
-46
| -2% | -$1.26K | 0.04% | 253 |
|
|
2016
Q4 | $69K | Buy |
+2,642
| New | +$69K | 0.04% | 273 |
|