TwinBeech Capital’s Full Truck Alliance YMM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-208,922
Closed -$1.88M 972
2024
Q3
$1.88M Buy
208,922
+68,377
+49% +$616K 0.04% 417
2024
Q2
$1.13M Buy
+140,545
New +$1.13M 0.02% 395
2024
Q1
Sell
-293,245
Closed -$2.06M 902
2023
Q4
$2.06M Buy
+293,245
New +$2.06M 0.03% 401
2023
Q3
Sell
-282,608
Closed -$1.76M 932
2023
Q2
$1.76M Buy
+282,608
New +$1.76M 0.03% 391
2022
Q1
Sell
-103,335
Closed -$865K 775
2021
Q4
$865K Buy
+103,335
New +$865K 0.05% 364