Venturi Wealth Management’s Yum China YUMC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-919
| Closed | -$44.3K | – | 1879 |
|
|
2024
Q4 | $44.3K | Buy |
919
+77
| +9% | +$3.71K | ﹤0.01% | 1058 |
|
|
2024
Q3 | $37.9K | Buy |
842
+25
| +3% | +$1.13K | ﹤0.01% | 843 |
|
|
2024
Q2 | $25.2K | Buy |
817
+19
| +2% | +$586 | ﹤0.01% | 881 |
|
|
2024
Q1 | $31.8K | Hold |
798
| – | – | ﹤0.01% | 613 |
|
|
2023
Q4 | $33.9K | Hold |
798
| – | – | ﹤0.01% | 570 |
|
|
2023
Q3 | $44.5K | Buy |
+798
| New | +$44.5K | ﹤0.01% | 486 |
|
|
2023
Q2 | – | Sell |
-888
| Closed | -$56.3K | – | 1295 |
|
|
2023
Q1 | $56.3K | Buy |
+888
| New | +$56.3K | ﹤0.01% | 456 |
|
|
2021
Q1 | – | Sell |
-3,567
| Closed | -$204K | – | 338 |
|
|
2020
Q4 | $204K | Sell |
3,567
-324
| -8% | -$18.5K | 0.02% | 289 |
|
|
2020
Q3 | $205K | Buy |
+3,891
| New | +$205K | 0.02% | 269 |
|