SWA
SOA Wealth Advisors’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.9K | Buy |
1,317
+5
| +0.4% | +$224 | 0.01% | 341 |
|
|
2025
Q1 | $68.3K | Buy |
1,312
+4
| +0.3% | +$208 | 0.01% | 299 |
|
|
2024
Q4 | $63K | Sell |
1,308
-257
| -16% | -$12.4K | 0.01% | 304 |
|
|
2024
Q3 | $70.5K | Buy |
1,565
+5
| +0.3% | +$225 | 0.01% | 278 |
|
|
2024
Q2 | $48.1K | Sell |
1,560
-547
| -26% | -$16.9K | 0.01% | 312 |
|
|
2024
Q1 | $83.8K | Buy |
2,107
+7
| +0.3% | +$279 | 0.02% | 257 |
|
|
2023
Q4 | $89.1K | Buy |
2,100
+5
| +0.2% | +$212 | 0.02% | 247 |
|
|
2023
Q3 | $117K | Buy |
2,095
+4
| +0.2% | +$223 | 0.03% | 210 |
|
|
2023
Q2 | $118K | Buy |
2,091
+4
| +0.2% | +$226 | 0.03% | 220 |
|
|
2023
Q1 | $132K | Buy |
2,087
+3
| +0.1% | +$190 | 0.03% | 200 |
|
|
2022
Q4 | $114K | Buy |
2,084
+4
| +0.2% | +$219 | 0.03% | 208 |
|
|
2022
Q3 | $98K | Buy |
2,080
+4
| +0.2% | +$188 | 0.03% | 203 |
|
|
2022
Q2 | $100K | Sell |
2,076
-65
| -3% | -$3.13K | 0.03% | 205 |
|
|
2022
Q1 | $88K | Buy |
2,141
+5
| +0.2% | +$206 | 0.02% | 243 |
|
|
2021
Q4 | $105K | Buy |
2,136
+4
| +0.2% | +$197 | 0.03% | 210 |
|
|
2021
Q3 | $123K | Sell |
2,132
-45
| -2% | -$2.6K | 0.03% | 200 |
|
|
2021
Q2 | $144K | Sell |
2,177
-194
| -8% | -$12.8K | 0.04% | 187 |
|
|
2021
Q1 | $140K | Buy |
2,371
+4
| +0.2% | +$236 | 0.04% | 164 |
|
|
2020
Q4 | $143K | Buy |
+2,367
| New | +$143K | 0.04% | 159 |
|