Ascent Wealth Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-10,137
| Closed | -$1.27M | – | 163 |
|
|
2023
Q3 | $1.27M | Sell |
10,137
-236
| -2% | -$29.5K | 0.23% | 85 |
|
|
2023
Q2 | $1.4M | Buy |
10,373
+726
| +8% | +$97.9K | 0.25% | 85 |
|
|
2023
Q1 | $1.27M | Buy |
9,647
+115
| +1% | +$15.2K | 0.26% | 86 |
|
|
2022
Q4 | $1.22M | Buy |
9,532
+141
| +2% | +$18.1K | 0.26% | 85 |
|
|
2022
Q3 | $999K | Sell |
9,391
-1,291
| -12% | -$137K | 0.24% | 86 |
|
|
2022
Q2 | $1.36M | Buy |
+10,682
| New | +$1.36M | 0.31% | 74 |
|
|
2019
Q2 | – | Sell |
-145
| Closed | -$14K | – | 138 |
|
|
2019
Q1 | $14K | Buy |
+145
| New | +$14K | ﹤0.01% | 129 |
|