Altavista Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $822K | Buy |
5,922
+80
| +1% | +$11.1K | 0.17% | 98 |
|
|
2021
Q3 | $715K | Hold |
5,842
| – | – | 0.16% | 99 |
|
|
2021
Q2 | $672K | Hold |
5,842
| – | – | 0.15% | 104 |
|
|
2021
Q1 | $632K | Hold |
5,842
| – | – | 0.15% | 100 |
|
|
2020
Q4 | $634K | Hold |
5,842
| – | – | 0.16% | 97 |
|
|
2020
Q3 | $533K | Sell |
5,842
-88
| -1% | -$8.03K | 0.15% | 95 |
|
|
2020
Q2 | $515K | Hold |
5,930
| – | – | 0.15% | 97 |
|
|
2020
Q1 | $406K | Hold |
5,930
| – | – | 0.14% | 103 |
|
|
2019
Q4 | $597K | Hold |
5,930
| – | – | 0.18% | 93 |
|
|
2019
Q3 | $673K | Buy |
5,930
+3,672
| +163% | +$417K | 0.21% | 85 |
|
|
2019
Q2 | $250K | Hold |
2,258
| – | – | 0.08% | 141 |
|
|
2019
Q1 | $225K | Hold |
2,258
| – | – | 0.08% | 144 |
|
|
2018
Q4 | $208K | Hold |
2,258
| – | – | 0.08% | 143 |
|
|
2018
Q3 | $205K | Buy |
+2,258
| New | +$205K | 0.08% | 150 |
|
|
2018
Q2 | – | Sell |
-3,060
| Closed | -$260K | – | 149 |
|
|
2018
Q1 | $260K | Buy |
3,060
+88
| +3% | +$7.48K | 0.11% | 127 |
|
|
2017
Q4 | $243K | Hold |
2,972
| – | – | 0.1% | 136 |
|
|
2017
Q3 | $219K | Buy |
+2,972
| New | +$219K | 0.1% | 131 |
|