Sequoia Financial 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 | $864K | Buy |
19,324
+5,014
| +35% | +$224K | 0.01% | 745 |
|
|
2025
Q1 | $745K | Buy |
14,310
+139
| +1% | +$7.24K | 0.01% | 717 |
|
|
2024
Q4 | $683K | Buy |
14,171
+163
| +1% | +$7.85K | 0.01% | 700 |
|
|
2024
Q3 | $631K | Buy |
14,008
+1,597
| +13% | +$71.9K | 0.01% | 673 |
|
|
2024
Q2 | $383K | Sell |
12,411
-1,841
| -13% | -$56.8K | ﹤0.01% | 796 |
|
|
2024
Q1 | $567K | Sell |
14,252
-8,864
| -38% | -$353K | 0.01% | 643 |
|
|
2023
Q4 | $981K | Buy |
23,116
+5,681
| +33% | +$241K | 0.01% | 531 |
|
|
2023
Q3 | $971K | Buy |
17,435
+3,125
| +22% | +$174K | 0.02% | 343 |
|
|
2023
Q2 | $809K | Sell |
14,310
-614
| -4% | -$34.7K | 0.01% | 391 |
|
|
2023
Q1 | $946K | Buy |
14,924
+453
| +3% | +$28.7K | 0.02% | 327 |
|
|
2022
Q4 | $791K | Buy |
+14,471
| New | +$791K | 0.02% | 342 |
|
|
2022
Q2 | – | Sell |
-11,638
| Closed | -$483K | – | 694 |
|
|
2022
Q1 | $483K | Buy |
11,638
+832
| +8% | +$34.5K | 0.01% | 366 |
|
|
2021
Q4 | $539K | Buy |
10,806
+2,934
| +37% | +$146K | 0.01% | 312 |
|
|
2021
Q3 | $457K | Sell |
7,872
-1,913
| -20% | -$111K | 0.05% | 166 |
|
|
2021
Q2 | $648K | Buy |
9,785
+325
| +3% | +$21.5K | 0.02% | 243 |
|
|
2021
Q1 | $560K | Sell |
9,460
-48
| -0.5% | -$2.84K | 0.02% | 248 |
|
|
2020
Q4 | $543K | Buy |
9,508
+227
| +2% | +$13K | 0.02% | 238 |
|
|
2020
Q3 | $491K | Buy |
9,281
+26
| +0.3% | +$1.38K | 0.03% | 228 |
|
|
2020
Q2 | $445K | Buy |
9,255
+361
| +4% | +$17.4K | 0.03% | 232 |
|
|
2020
Q1 | $379K | Buy |
8,894
+154
| +2% | +$6.56K | 0.03% | 227 |
|
|
2019
Q4 | $420K | Sell |
8,740
-108
| -1% | -$5.19K | 0.03% | 244 |
|
|
2019
Q3 | $402K | Buy |
8,848
+8
| +0.1% | +$363 | 0.03% | 224 |
|
|
2019
Q2 | $408K | Buy |
8,840
+70
| +0.8% | +$3.23K | 0.03% | 227 |
|
|
2019
Q1 | $394K | Hold |
8,770
| – | – | 0.03% | 225 |
|
|
2018
Q4 | $294K | Hold |
8,770
| – | – | 0.03% | 209 |
|
|
2018
Q3 | $308K | Hold |
8,770
| – | – | 0.03% | 225 |
|
|
2018
Q2 | $337K | Sell |
8,770
-150
| -2% | -$5.76K | 0.04% | 207 |
|
|
2018
Q1 | $370K | Hold |
8,920
| – | – | 0.04% | 197 |
|
|
2017
Q4 | $357K | Buy |
8,920
+150
| +2% | +$6K | 0.04% | 204 |
|
|
2017
Q3 | $351K | Sell |
8,770
-36,000
| -80% | -$1.44M | 0.04% | 192 |
|
|
2017
Q2 | $1.77M | Buy |
44,770
+50
| +0.1% | +$1.97K | 0.22% | 82 |
|
|
2017
Q1 | $1.22M | Sell |
44,720
-32,370
| -42% | -$880K | 0.15% | 96 |
|
|
2016
Q4 | $2.01M | Buy |
+77,090
| New | +$2.01M | 0.29% | 63 |
|