Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-521
| Closed | -$72.8K | – | 1062 |
|
|
2024
Q3 | $72.8K | Buy |
+521
| New | +$72.8K | 0.01% | 467 |
|
|
2020
Q1 | – | Sell |
-800
| Closed | -$81K | – | 574 |
|
|
2019
Q4 | $81K | Hold |
800
| – | – | 0.01% | 262 |
|
|
2019
Q3 | $91K | Hold |
800
| – | – | 0.01% | 239 |
|
|
2019
Q2 | $89K | Hold |
800
| – | – | 0.01% | 253 |
|
|
2019
Q1 | $80K | Buy |
+800
| New | +$80K | 0.01% | 260 |
|
|
2017
Q1 | – | Sell |
-200
| Closed | -$13K | – | 547 |
|
|
2016
Q4 | $13K | Sell |
200
-78
| -28% | -$5.07K | ﹤0.01% | 414 |
|
|
2016
Q3 | $18K | Hold |
278
| – | – | ﹤0.01% | 393 |
|
|
2016
Q2 | $17K | Hold |
278
| – | – | ﹤0.01% | 355 |
|
|
2016
Q1 | $16K | Buy |
+278
| New | +$16K | ﹤0.01% | 376 |
|