Shakespeare Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $312K | Hold |
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|
2025
Q2 | $325K | Hold |
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|
2025
Q1 | $378K | Hold |
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|
2024
Q4 | $350K | Hold |
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|
2024
Q3 | $327K | Sell |
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|
2024
Q2 | $228K | Hold |
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|
2024
Q1 | $294K | Hold |
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|
2023
Q4 | $314K | Hold |
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|
2023
Q3 | $412K | Buy |
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|
2023
Q2 | $415K | Hold |
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|
2023
Q1 | $465K | Sell |
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|
2022
Q4 | $402K | Hold |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $350K | Hold |
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|
2022
Q1 | $323K | Hold |
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|
2021
Q4 | $366K | Buy |
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|
2021
Q3 | $417K | Hold |
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|
2021
Q2 | $440K | Hold |
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|
2021
Q1 | $422K | Hold |
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|
2020
Q4 | $407K | Hold |
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|
2020
Q3 | $378K | Hold |
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|
2020
Q2 | $343K | Hold |
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|
2020
Q1 | $304K | Hold |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $324K | Hold |
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|
2019
Q2 | $329K | Hold |
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|
2019
Q1 | $320K | Hold |
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|
2018
Q4 | $239K | Hold |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $296K | Buy |
|