Shakespeare 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	$325K	Hold	7,264	–	–	0.09%	75
2025 Q1	$378K	Hold	7,264	–	–	0.1%	74
2024 Q4	$350K	Hold	7,264	–	–	0.09%	73
2024 Q3	$327K	Sell	7,264 -127	-2%	-$5.72K	0.09%	77
2024 Q2	$228K	Hold	7,391	–	–	0.07%	81
2024 Q1	$294K	Hold	7,391	–	–	0.09%	71
2023 Q4	$314K	Hold	7,391	–	–	0.1%	65
2023 Q3	$412K	Buy	7,391 +52	+0.7%	+$2.9K	0.14%	59
2023 Q2	$415K	Hold	7,339	–	–	0.14%	56
2023 Q1	$465K	Sell	7,339 -14	-0.2%	-$887	0.17%	50
2022 Q4	$402K	Hold	7,353	–	–	0.15%	55
2022 Q3	$348K	Hold	7,353	–	–	0.15%	56
2022 Q2	$350K	Hold	7,353	–	–	0.14%	54
2022 Q1	$323K	Hold	7,353	–	–	0.12%	56
2021 Q4	$366K	Buy	7,353 +222	+3%	+$11.1K	0.13%	53
2021 Q3	$417K	Hold	7,131	–	–	0.16%	51
2021 Q2	$440K	Hold	7,131	–	–	0.17%	48
2021 Q1	$422K	Hold	7,131	–	–	0.17%	49
2020 Q4	$407K	Hold	7,131	–	–	0.18%	48
2020 Q3	$378K	Hold	7,131	–	–	0.2%	48
2020 Q2	$343K	Hold	7,131	–	–	0.2%	47
2020 Q1	$304K	Hold	7,131	–	–	0.21%	46
2019 Q4	$342K	Hold	7,131	–	–	0.19%	56
2019 Q3	$324K	Hold	7,131	–	–	0.19%	58
2019 Q2	$329K	Hold	7,131	–	–	0.21%	55
2019 Q1	$320K	Hold	7,131	–	–	0.24%	37
2018 Q4	$239K	Hold	7,131	–	–	0.18%	42
2018 Q3	$250K	Buy	+7,131	New	+$250K	0.19%	37
2018 Q2	–	Sell	-7,131	Closed	-$296K	–	39
2018 Q1	$296K	Buy	+7,131	New	+$296K	0.26%	35