Valeo 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 | $276K | Buy |
6,167
+1,818
| +42% | +$81.3K | 0.01% | 602 |
|
|
2025
Q1 | $226K | Sell |
4,349
-596
| -12% | -$31K | 0.01% | 608 |
|
|
2024
Q4 | $238K | Buy |
4,945
+117
| +2% | +$5.64K | 0.01% | 599 |
|
|
2024
Q3 | $217K | Buy |
+4,828
| New | +$217K | 0.01% | 627 |
|
|
2024
Q2 | – | Sell |
-7,066
| Closed | -$274K | – | 688 |
|
|
2024
Q1 | $274K | Sell |
7,066
-819
| -10% | -$31.8K | 0.01% | 534 |
|
|
2023
Q4 | $335K | Sell |
7,885
-2,134
| -21% | -$90.5K | 0.01% | 461 |
|
|
2023
Q3 | $558K | Buy |
10,019
+2,379
| +31% | +$133K | 0.03% | 307 |
|
|
2023
Q2 | $432K | Sell |
7,640
-1,527
| -17% | -$86.3K | 0.02% | 347 |
|
|
2023
Q1 | $581K | Buy |
9,167
+928
| +11% | +$58.8K | 0.03% | 305 |
|
|
2022
Q4 | $450K | Sell |
8,239
-17,522
| -68% | -$958K | 0.02% | 300 |
|
|
2022
Q3 | $1.22M | Buy |
25,761
+1,231
| +5% | +$58.3K | 0.08% | 150 |
|
|
2022
Q2 | $1.19M | Sell |
24,530
-1,622
| -6% | -$78.7K | 0.07% | 145 |
|
|
2022
Q1 | $1.09M | Buy |
26,152
+4,145
| +19% | +$172K | 0.06% | 185 |
|
|
2021
Q4 | $1.1M | Buy |
22,007
+16,134
| +275% | +$804K | 0.06% | 174 |
|
|
2021
Q3 | $341K | Buy |
5,873
+707
| +14% | +$41.1K | 0.02% | 357 |
|
|
2021
Q2 | $342K | Sell |
5,166
-5,140
| -50% | -$340K | 0.02% | 321 |
|
|
2021
Q1 | $610K | Sell |
10,306
-1,374
| -12% | -$81.3K | 0.03% | 236 |
|
|
2020
Q4 | $667K | Buy |
11,680
+5,886
| +102% | +$336K | 0.03% | 207 |
|
|
2020
Q3 | $307K | Sell |
5,794
-2,535
| -30% | -$134K | 0.03% | 244 |
|
|
2020
Q2 | $400K | Sell |
8,329
-3,689
| -31% | -$177K | 0.04% | 207 |
|
|
2020
Q1 | $547K | Sell |
12,018
-6,317
| -34% | -$288K | 0.06% | 164 |
|
|
2019
Q4 | $880K | Sell |
18,335
-5,760
| -24% | -$276K | 0.09% | 140 |
|
|
2019
Q3 | $1.1M | Sell |
24,095
-9,175
| -28% | -$417K | 0.12% | 117 |
|
|
2019
Q2 | $1.54M | Sell |
33,270
-860
| -3% | -$39.7K | 0.18% | 85 |
|
|
2019
Q1 | $1.53M | Sell |
34,130
-2,928
| -8% | -$132K | 0.19% | 88 |
|
|
2018
Q4 | $1.24M | Buy |
37,058
+5,003
| +16% | +$168K | 0.17% | 95 |
|
|
2018
Q3 | $1.16M | Buy |
32,055
+16,227
| +103% | +$586K | 0.16% | 103 |
|
|
2018
Q2 | $542K | Buy |
15,828
+13,173
| +496% | +$451K | 0.08% | 164 |
|
|
2018
Q1 | $110K | Sell |
2,655
-290
| -10% | -$12K | 0.02% | 352 |
|
|
2017
Q4 | $118K | Buy |
2,945
+733
| +33% | +$29.4K | 0.02% | 314 |
|
|
2017
Q3 | $88K | Buy |
+2,212
| New | +$88K | 0.02% | 310 |
|