Williams Jones 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
Q2 | $359K | Hold |
8,037
| – | – | ﹤0.01% | 393 |
|
|
2025
Q1 | $418K | Hold |
8,037
| – | – | 0.01% | 362 |
|
|
2024
Q4 | $387K | Hold |
8,037
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $362K | Sell |
8,037
-709
| -8% | -$31.9K | ﹤0.01% | 406 |
|
|
2024
Q2 | $270K | Sell |
8,746
-429
| -5% | -$13.2K | ﹤0.01% | 433 |
|
|
2024
Q1 | $365K | Buy |
9,175
+509
| +6% | +$20.3K | ﹤0.01% | 403 |
|
|
2023
Q4 | $368K | Hold |
8,666
| – | – | 0.01% | 394 |
|
|
2023
Q3 | $483K | Sell |
8,666
-100
| -1% | -$5.57K | 0.01% | 346 |
|
|
2023
Q2 | $495K | Hold |
8,766
| – | – | 0.01% | 345 |
|
|
2023
Q1 | $556K | Hold |
8,766
| – | – | 0.01% | 351 |
|
|
2022
Q4 | $479K | Sell |
8,766
-1
| -0% | -$55 | 0.01% | 364 |
|
|
2022
Q3 | $415K | Sell |
8,767
-671
| -7% | -$31.8K | 0.01% | 386 |
|
|
2022
Q2 | $458K | Buy |
+9,438
| New | +$458K | 0.01% | 375 |
|
|
2021
Q3 | – | Sell |
-6,672
| Closed | -$442K | – | 517 |
|
|
2021
Q2 | $442K | Sell |
6,672
-448
| -6% | -$29.7K | 0.01% | 338 |
|
|
2021
Q1 | $422K | Sell |
7,120
-300
| -4% | -$17.8K | 0.01% | 335 |
|
|
2020
Q4 | $424K | Buy |
7,420
+1,900
| +34% | +$109K | 0.01% | 311 |
|
|
2020
Q3 | $292K | Hold |
5,520
| – | – | 0.01% | 336 |
|
|
2020
Q2 | $265K | Hold |
5,520
| – | – | 0.01% | 335 |
|
|
2020
Q1 | $235K | Hold |
5,520
| – | – | 0.01% | 322 |
|
|
2019
Q4 | $265K | Hold |
5,520
| – | – | 0.01% | 380 |
|
|
2019
Q3 | $251K | Buy |
+5,520
| New | +$251K | 0.01% | 376 |
|