Atwood & Palmer’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-116
| Closed | -$11K | – | 391 |
|
|
2020
Q3 | $11K | Hold |
116
| – | – | ﹤0.01% | 266 |
|
|
2020
Q2 | $10K | Hold |
116
| – | – | ﹤0.01% | 260 |
|
|
2020
Q1 | $8K | Hold |
116
| – | – | ﹤0.01% | 262 |
|
|
2019
Q4 | $12K | Hold |
116
| – | – | ﹤0.01% | 241 |
|
|
2019
Q3 | $13K | Sell |
116
-117
| -50% | -$13.1K | ﹤0.01% | 246 |
|
|
2019
Q2 | $26K | Hold |
233
| – | – | ﹤0.01% | 211 |
|
|
2019
Q1 | $23K | Hold |
233
| – | – | ﹤0.01% | 208 |
|
|
2018
Q4 | $21K | Hold |
233
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $21K | Sell |
233
-200
| -46% | -$18K | ﹤0.01% | 231 |
|
|
2018
Q2 | $34K | Hold |
433
| – | – | ﹤0.01% | 201 |
|
|
2018
Q1 | $37K | Sell |
433
-117
| -21% | -$10K | 0.01% | 192 |
|
|
2017
Q4 | $45K | Hold |
550
| – | – | 0.01% | 184 |
|
|
2017
Q3 | $40K | Hold |
550
| – | – | 0.01% | 192 |
|
|
2017
Q2 | $41K | Hold |
550
| – | – | 0.01% | 194 |
|
|
2017
Q1 | $35K | Hold |
550
| – | – | 0.01% | 191 |
|
|
2016
Q4 | $35K | Sell |
550
-215
| -28% | -$13.7K | 0.01% | 191 |
|
|
2016
Q3 | $50K | Hold |
765
| – | – | 0.01% | 171 |
|
|
2016
Q2 | $46K | Hold |
765
| – | – | 0.01% | 174 |
|
|
2016
Q1 | $45K | Hold |
765
| – | – | 0.01% | 180 |
|
|
2015
Q4 | $40K | Sell |
765
-341
| -31% | -$17.8K | 0.01% | 217 |
|
|
2015
Q3 | $64K | Buy |
1,106
+319
| +41% | +$18.5K | 0.01% | 180 |
|
|
2015
Q2 | $51K | Buy |
787
+22
| +3% | +$1.43K | 0.01% | 186 |
|
|
2015
Q1 | $43K | Sell |
765
-1,391
| -65% | -$78.2K | 0.01% | 193 |
|
|
2014
Q4 | $113K | Hold |
2,156
| – | – | 0.02% | 159 |
|
|
2014
Q3 | $112K | Hold |
2,156
| – | – | 0.02% | 162 |
|
|
2014
Q2 | $126K | Buy |
+2,156
| New | +$126K | 0.03% | 144 |
|