WAG
Wiser Advisor Group’s Yum China YUMC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,081
| Closed | -$56.3K | – | 268 |
|
|
2025
Q1 | $56.3K | Sell |
1,081
-3,395
| -76% | -$177K | 0.08% | 88 |
|
|
2024
Q4 | $216K | Sell |
4,476
-33
| -0.7% | -$1.59K | 0.31% | 44 |
|
|
2024
Q3 | $203K | Sell |
4,509
-622
| -12% | -$28K | 0.3% | 48 |
|
|
2024
Q2 | $158K | Sell |
5,131
-1,943
| -27% | -$59.9K | 0.25% | 53 |
|
|
2024
Q1 | $282K | Sell |
7,074
-136
| -2% | -$5.42K | 0.44% | 41 |
|
|
2023
Q4 | $306K | Buy |
+7,210
| New | +$306K | 0.51% | 37 |
|