Steward Partners Investment Advisory’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 | $289K | Sell |
6,461
-1,056
| -14% | -$47.2K | ﹤0.01% | 1570 |
|
|
2025
Q1 | $391K | Buy |
7,517
+1,337
| +22% | +$69.6K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $298K | Buy |
6,180
+276
| +5% | +$13.3K | ﹤0.01% | 1420 |
|
|
2024
Q3 | $266K | Buy |
5,904
+101
| +2% | +$4.55K | ﹤0.01% | 1385 |
|
|
2024
Q2 | $179K | Sell |
5,803
-21
| -0.4% | -$648 | ﹤0.01% | 1498 |
|
|
2024
Q1 | $232K | Sell |
5,824
-1,528
| -21% | -$60.8K | ﹤0.01% | 1372 |
|
|
2023
Q4 | $312K | Buy |
7,352
+55
| +0.8% | +$2.33K | ﹤0.01% | 1201 |
|
|
2023
Q3 | $407K | Buy |
7,297
+1
| +0% | +$56 | 0.01% | 997 |
|
|
2023
Q2 | $412K | Hold |
7,296
| – | – | 0.01% | 1002 |
|
|
2023
Q1 | $462K | Sell |
7,296
-1,738
| -19% | -$110K | 0.01% | 958 |
|
|
2022
Q4 | $494K | Sell |
9,034
-674
| -7% | -$36.8K | 0.01% | 910 |
|
|
2022
Q3 | $459K | Buy |
9,708
+5,976
| +160% | +$283K | 0.01% | 881 |
|
|
2022
Q2 | $181K | Buy |
3,732
+1
| +0% | +$48 | ﹤0.01% | 1248 |
|
|
2022
Q1 | $155K | Sell |
3,731
-121
| -3% | -$5.03K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $192K | Sell |
3,852
-49
| -1% | -$2.44K | ﹤0.01% | 1331 |
|
|
2021
Q3 | $227K | Buy |
3,901
+101
| +3% | +$5.88K | ﹤0.01% | 1223 |
|
|
2021
Q2 | $252K | Sell |
3,800
-3,052
| -45% | -$202K | ﹤0.01% | 1378 |
|
|
2021
Q1 | $406K | Buy |
6,852
+3,093
| +82% | +$183K | 0.01% | 964 |
|
|
2020
Q4 | $215K | Buy |
3,759
+30
| +0.8% | +$1.72K | ﹤0.01% | 1041 |
|
|
2020
Q3 | $197K | Sell |
3,729
-343
| -8% | -$18.1K | 0.01% | 947 |
|
|
2020
Q2 | $196K | Buy |
4,072
+1,350
| +50% | +$65K | 0.01% | 890 |
|
|
2020
Q1 | $116K | Sell |
2,722
-69
| -2% | -$2.94K | ﹤0.01% | 947 |
|
|
2019
Q4 | $134K | Buy |
2,791
+72
| +3% | +$3.46K | ﹤0.01% | 1016 |
|
|
2019
Q3 | $123K | Sell |
2,719
-45
| -2% | -$2.04K | ﹤0.01% | 1013 |
|
|
2019
Q2 | $127K | Buy |
+2,764
| New | +$127K | ﹤0.01% | 959 |
|
|
2018
Q4 | – | Sell |
-1,884
| Closed | -$66K | – | 2208 |
|
|
2018
Q3 | $66K | Sell |
1,884
-381
| -17% | -$13.3K | ﹤0.01% | 1090 |
|
|
2018
Q2 | $87K | Sell |
2,265
-169
| -7% | -$6.49K | 0.01% | 890 |
|
|
2018
Q1 | $101K | Buy |
2,434
+166
| +7% | +$6.89K | 0.01% | 773 |
|
|
2017
Q4 | $90K | Buy |
2,268
+200
| +10% | +$7.94K | 0.01% | 658 |
|
|
2017
Q3 | $82K | Buy |
2,068
+879
| +74% | +$34.9K | 0.01% | 583 |
|
|
2017
Q2 | $46K | Sell |
1,189
-74
| -6% | -$2.86K | 0.01% | 645 |
|
|
2017
Q1 | $34K | Sell |
1,263
-119
| -9% | -$3.2K | 0.01% | 639 |
|
|
2016
Q4 | $36K | Buy |
+1,382
| New | +$36K | 0.02% | 369 |
|