United Capital Financial 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 | – | Sell |
-5,746
| Closed | -$299K | – | 1126 |
|
|
2025
Q1 | $299K | Buy |
5,746
+1,535
| +36% | +$79.9K | ﹤0.01% | 881 |
|
|
2024
Q4 | $203K | Sell |
4,211
-1,670
| -28% | -$80.4K | ﹤0.01% | 1009 |
|
|
2024
Q3 | $265K | Buy |
+5,881
| New | +$265K | ﹤0.01% | 919 |
|
|
2024
Q2 | – | Sell |
-10,760
| Closed | -$428K | – | 1116 |
|
|
2024
Q1 | $428K | Sell |
10,760
-5,679
| -35% | -$226K | ﹤0.01% | 771 |
|
|
2023
Q4 | $698K | Sell |
16,439
-10,157
| -38% | -$431K | 0.01% | 642 |
|
|
2023
Q3 | $1.48M | Sell |
26,596
-110
| -0.4% | -$6.13K | 0.01% | 457 |
|
|
2023
Q2 | $1.51M | Buy |
26,706
+638
| +2% | +$36K | 0.01% | 479 |
|
|
2023
Q1 | $1.65M | Sell |
26,068
-4,813
| -16% | -$305K | 0.01% | 479 |
|
|
2022
Q4 | $1.69M | Sell |
30,881
-1,871
| -6% | -$102K | 0.01% | 513 |
|
|
2022
Q3 | $1.55M | Sell |
32,752
-1,123
| -3% | -$53.1K | 0.01% | 517 |
|
|
2022
Q2 | $1.64M | Sell |
33,875
-654
| -2% | -$31.7K | 0.01% | 531 |
|
|
2022
Q1 | $1.43M | Sell |
34,529
-24,124
| -41% | -$1M | 0.01% | 593 |
|
|
2021
Q4 | $2.92M | Sell |
58,653
-3,113
| -5% | -$155K | 0.01% | 466 |
|
|
2021
Q3 | $3.59M | Sell |
61,766
-1,745
| -3% | -$101K | 0.02% | 423 |
|
|
2021
Q2 | $4.21M | Sell |
63,511
-2,115
| -3% | -$140K | 0.02% | 399 |
|
|
2021
Q1 | $3.89M | Buy |
65,626
+1,011
| +2% | +$59.9K | 0.02% | 391 |
|
|
2020
Q4 | $3.69M | Sell |
64,615
-6,251
| -9% | -$357K | 0.02% | 400 |
|
|
2020
Q3 | $3.75M | Sell |
70,866
-4,933
| -7% | -$261K | 0.02% | 384 |
|
|
2020
Q2 | $3.64M | Sell |
75,799
-13,352
| -15% | -$642K | 0.03% | 413 |
|
|
2020
Q1 | $3.8M | Sell |
89,151
-8,678
| -9% | -$370K | 0.03% | 383 |
|
|
2019
Q4 | $4.7M | Sell |
97,829
-1,275
| -1% | -$61.2K | 0.03% | 432 |
|
|
2019
Q3 | $4.5M | Sell |
99,104
-16,169
| -14% | -$735K | 0.03% | 431 |
|
|
2019
Q2 | $5.33M | Sell |
115,273
-7,763
| -6% | -$359K | 0.03% | 412 |
|
|
2019
Q1 | $5.53M | Sell |
123,036
-3,287
| -3% | -$148K | 0.04% | 392 |
|
|
2018
Q4 | $4.24M | Sell |
126,323
-13,992
| -10% | -$469K | 0.03% | 405 |
|
|
2018
Q3 | $4.93M | Sell |
140,315
-6,332
| -4% | -$222K | 0.03% | 433 |
|
|
2018
Q2 | $5.64M | Sell |
146,647
-3,620
| -2% | -$139K | 0.04% | 395 |
|
|
2018
Q1 | $6.24M | Buy |
150,267
+1,196
| +0.8% | +$49.6K | 0.05% | 371 |
|
|
2017
Q4 | $6.06M | Sell |
149,071
-4,418
| -3% | -$180K | 0.05% | 377 |
|
|
2017
Q3 | $6.14M | Sell |
153,489
-8,979
| -6% | -$359K | 0.05% | 358 |
|
|
2017
Q2 | $6.41M | Sell |
162,468
-7,125
| -4% | -$281K | 0.06% | 339 |
|
|
2017
Q1 | $4.61M | Sell |
169,593
-1,667
| -1% | -$45.3K | 0.04% | 379 |
|
|
2016
Q4 | $4.47M | Buy |
+171,260
| New | +$4.47M | 0.04% | 384 |
|