Stratos Wealth Partners’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 | Buy |
6,455
+171
| +3% | +$7.65K | ﹤0.01% | 1153 |
|
2025
Q1 | $327K | Sell |
6,284
-493
| -7% | -$25.7K | 0.01% | 1047 |
|
2024
Q4 | $326K | Sell |
6,777
-198
| -3% | -$9.54K | ﹤0.01% | 1113 |
|
2024
Q3 | $314K | Buy |
+6,975
| New | +$314K | ﹤0.01% | 1129 |
|
2023
Q4 | – | Sell |
-8,348
| Closed | -$465K | – | 1428 |
|
2023
Q3 | $465K | Buy |
+8,348
| New | +$465K | 0.01% | 844 |
|
2021
Q4 | – | Sell |
-3,874
| Closed | -$225K | – | 1307 |
|
2021
Q3 | $225K | Buy |
3,874
+2
| +0.1% | +$116 | 0.01% | 1052 |
|
2021
Q2 | $257K | Hold |
3,872
| – | – | 0.01% | 1033 |
|
2021
Q1 | $229K | Sell |
3,872
-47
| -1% | -$2.78K | 0.01% | 986 |
|
2020
Q4 | $224K | Sell |
3,919
-265
| -6% | -$15.1K | 0.01% | 966 |
|
2020
Q3 | $222K | Buy |
+4,184
| New | +$222K | 0.01% | 887 |
|
2020
Q1 | – | Sell |
-5,147
| Closed | -$247K | – | 1054 |
|
2019
Q4 | $247K | Sell |
5,147
-587
| -10% | -$28.2K | 0.01% | 831 |
|
2019
Q3 | $261K | Buy |
5,734
+67
| +1% | +$3.05K | 0.01% | 776 |
|
2019
Q2 | $262K | Buy |
5,667
+88
| +2% | +$4.07K | 0.01% | 777 |
|
2019
Q1 | $251K | Buy |
+5,579
| New | +$251K | 0.01% | 778 |
|
2018
Q4 | – | Sell |
-5,457
| Closed | -$192K | – | 2551 |
|
2018
Q3 | $192K | Buy |
+5,457
| New | +$192K | 0.01% | 850 |
|
2018
Q2 | – | Sell |
-6,066
| Closed | -$252K | – | 2629 |
|
2018
Q1 | $252K | Buy |
6,066
+40
| +0.7% | +$1.66K | 0.01% | 806 |
|
2017
Q4 | $241K | Buy |
6,026
+92
| +2% | +$3.68K | 0.01% | 787 |
|
2017
Q3 | $237K | Sell |
5,934
-347
| -6% | -$13.9K | 0.01% | 784 |
|
2017
Q2 | $248K | Buy |
+6,281
| New | +$248K | 0.01% | 710 |
|