Apriem Advisors’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 | – | Sell |
-2,914
| Closed | -$356K | – | 152 |
|
|
2021
Q3 | $356K | Hold |
2,914
| – | – | 0.05% | 109 |
|
|
2021
Q2 | $335K | Hold |
2,914
| – | – | 0.05% | 114 |
|
|
2021
Q1 | $315K | Hold |
2,914
| – | – | 0.05% | 114 |
|
|
2020
Q4 | $316K | Buy |
2,914
+301
| +12% | +$32.6K | 0.06% | 100 |
|
|
2020
Q3 | $239K | Hold |
2,613
| – | – | 0.04% | 110 |
|
|
2020
Q2 | $227K | Buy |
+2,613
| New | +$227K | 0.05% | 111 |
|
|
2019
Q2 | – | Sell |
-2,196
| Closed | -$219K | – | 141 |
|
|
2019
Q1 | $219K | Sell |
2,196
-110
| -5% | -$11K | 0.06% | 118 |
|
|
2018
Q4 | $212K | Hold |
2,306
| – | – | 0.07% | 114 |
|
|
2018
Q3 | $210K | Buy |
2,306
+1
| +0% | +$91 | 0.05% | 136 |
|
|
2018
Q2 | $180K | Buy |
+2,305
| New | +$180K | 0.04% | 137 |
|
|
2017
Q2 | – | Sell |
-2,315
| Closed | -$148K | – | 566 |
|
|
2017
Q1 | $148K | Buy |
2,315
+2
| +0.1% | +$128 | 0.04% | 147 |
|
|
2016
Q4 | $146K | Sell |
2,313
-975
| -30% | -$61.5K | 0.04% | 139 |
|
|
2016
Q3 | $215K | Sell |
3,288
-137
| -4% | -$8.96K | 0.06% | 111 |
|
|
2016
Q2 | $204K | Sell |
3,425
-87
| -2% | -$5.18K | 0.07% | 114 |
|
|
2016
Q1 | $207K | Buy |
3,512
+190
| +6% | +$11.2K | 0.08% | 95 |
|
|
2015
Q4 | $174K | Buy |
3,322
+4
| +0.1% | +$210 | 0.06% | 102 |
|
|
2015
Q3 | $191K | Buy |
3,318
+2
| +0.1% | +$115 | 0.07% | 95 |
|
|
2015
Q2 | $215K | Buy |
3,316
+3
| +0.1% | +$195 | 0.07% | 93 |
|
|
2015
Q1 | $187K | Buy |
3,313
+2
| +0.1% | +$113 | 0.06% | 106 |
|
|
2014
Q4 | $173K | Buy |
3,311
+3
| +0.1% | +$157 | 0.06% | 98 |
|
|
2014
Q3 | $171K | Buy |
3,308
+3
| +0.1% | +$155 | 0.07% | 106 |
|
|
2014
Q2 | $193K | Buy |
3,305
+3
| +0.1% | +$175 | 0.07% | 119 |
|
|
2014
Q1 | $179K | Buy |
3,302
+3
| +0.1% | +$163 | 0.07% | 123 |
|
|
2013
Q4 | $179K | Buy |
3,299
+2
| +0.1% | +$109 | 0.07% | 115 |
|
|
2013
Q3 | $169K | Buy |
3,297
+3
| +0.1% | +$154 | 0.07% | 114 |
|
|
2013
Q2 | $164K | Buy |
+3,294
| New | +$164K | 0.08% | 113 |
|