RWM
Ritholtz Wealth Management’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,864
| Closed | -$253K | – | 1045 |
|
|
2025
Q1 | $253K | Buy |
+4,864
| New | +$253K | 0.01% | 795 |
|
|
2024
Q1 | – | Sell |
-9,478
| Closed | -$402K | – | 831 |
|
|
2023
Q4 | $402K | Sell |
9,478
-2,535
| -21% | -$108K | 0.02% | 534 |
|
|
2023
Q3 | $669K | Buy |
12,013
+2,084
| +21% | +$116K | 0.03% | 390 |
|
|
2023
Q2 | $561K | Sell |
9,929
-1,083
| -10% | -$61.2K | 0.03% | 407 |
|
|
2023
Q1 | $698K | Buy |
+11,012
| New | +$698K | 0.03% | 342 |
|