WFM Asia’s Full Truck Alliance YMM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222M | Hold |
18,809,184
| – | – | 23.9% | 2 |
|
|
2025
Q1 | $240M | Sell |
18,809,184
-1,466,000
| -7% | -$18.7M | 26.8% | 2 |
|
|
2024
Q4 | $219M | Hold |
20,275,184
| – | – | 23.81% | 1 |
|
|
2024
Q3 | $183M | Buy |
20,275,184
+2,679,900
| +15% | +$24.1M | 20.18% | 3 |
|
|
2024
Q2 | $141M | Hold |
17,595,284
| – | – | 19.06% | 2 |
|
|
2024
Q1 | $128M | Buy |
17,595,284
+1,364,600
| +8% | +$9.92M | 18.08% | 4 |
|
|
2023
Q4 | $114M | Hold |
16,230,684
| – | – | 15.47% | 3 |
|
|
2023
Q3 | $114M | Hold |
16,230,684
| – | – | 13.82% | 4 |
|
|
2023
Q2 | $101M | Hold |
16,230,684
| – | – | 10.92% | 4 |
|
|
2023
Q1 | $124M | Buy |
16,230,684
+2,432,229
| +18% | +$18.5M | 11.29% | 5 |
|
|
2022
Q4 | $110M | Buy |
13,798,455
+1,905,600
| +16% | +$15.2M | 11.78% | 5 |
|
|
2022
Q3 | $77.9M | Buy |
11,892,855
+3,121,600
| +36% | +$20.4M | 8.88% | 6 |
|
|
2022
Q2 | $79.5M | Buy |
8,771,255
+5,102,000
| +139% | +$46.2M | 7.47% | 7 |
|
|
2022
Q1 | $24.5M | Hold |
3,669,255
| – | – | 2.62% | 7 |
|
|
2021
Q4 | $30.7M | Buy |
+3,669,255
| New | +$30.7M | 2.72% | 6 |
|