Summit Trail Advisors’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 | $2.04M | Buy |
45,601
+61
| +0.1% | +$2.73K | 0.04% | 265 |
|
|
2025
Q1 | $2.37M | Buy |
45,540
+32,745
| +256% | +$1.7M | 0.08% | 80 |
|
|
2024
Q4 | $616K | Buy |
+12,795
| New | +$616K | 0.02% | 187 |
|
|
2018
Q4 | – | Sell |
-2,884
| Closed | -$101K | – | 235 |
|
|
2018
Q3 | $101K | Buy |
+2,884
| New | +$101K | 0.02% | 274 |
|
|
2018
Q1 | – | Sell |
-1,633
| Closed | -$75K | – | 1696 |
|
|
2017
Q4 | $75K | Buy |
+1,633
| New | +$75K | 0.01% | 710 |
|