BWM
Baystate Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $169K | Sell |
1,293
-10
| -0.8% | -$1.31K | 0.01% | 214 |
|
|
2023
Q3 | $163K | Sell |
1,303
-54
| -4% | -$6.75K | 0.01% | 210 |
|
|
2023
Q2 | $188K | Buy |
1,357
+1
| +0.1% | +$139 | 0.02% | 192 |
|
|
2023
Q1 | $179K | Buy |
1,356
+54
| +4% | +$7.14K | 0.02% | 188 |
|
|
2022
Q4 | $167K | Buy |
1,302
+1
| +0.1% | +$128 | 0.02% | 201 |
|
|
2022
Q3 | $138K | Hold |
1,301
| – | – | 0.01% | 201 |
|
|
2022
Q2 | $148K | Buy |
1,301
+1
| +0.1% | +$114 | 0.01% | 201 |
|
|
2022
Q1 | $154K | Hold |
1,300
| – | – | 0.01% | 196 |
|
|
2021
Q4 | $181K | Hold |
1,300
| – | – | 0.02% | 187 |
|
|
2021
Q3 | $159K | Buy |
1,300
+1
| +0.1% | +$122 | 0.02% | 168 |
|
|
2021
Q2 | $150K | Hold |
1,299
| – | – | 0.01% | 171 |
|
|
2021
Q1 | $141K | Hold |
1,299
| – | – | 0.01% | 164 |
|
|
2020
Q4 | $141K | Hold |
1,299
| – | – | 0.02% | 145 |
|
|
2020
Q3 | $119K | Buy |
1,299
+1
| +0.1% | +$92 | 0.01% | 143 |
|
|
2020
Q2 | $113K | Sell |
1,298
-400
| -24% | -$34.8K | 0.01% | 147 |
|
|
2020
Q1 | $116K | Hold |
1,698
| – | – | 0.02% | 136 |
|
|
2019
Q4 | $171K | Buy |
1,698
+1
| +0.1% | +$101 | 0.02% | 124 |
|
|
2019
Q3 | $193K | Buy |
1,697
+1
| +0.1% | +$114 | 0.03% | 110 |
|
|
2019
Q2 | $186K | Hold |
1,696
| – | – | 0.02% | 110 |
|
|
2019
Q1 | $175K | Hold |
1,696
| – | – | 0.02% | 112 |
|
|
2018
Q4 | $157K | Buy |
1,696
+340
| +25% | +$31.5K | 0.02% | 111 |
|
|
2018
Q3 | $121K | Buy |
1,356
+5
| +0.4% | +$446 | 0.02% | 114 |
|
|
2018
Q2 | $106K | Buy |
1,351
+66
| +5% | +$5.18K | 0.02% | 124 |
|
|
2018
Q1 | $110K | Sell |
1,285
-41
| -3% | -$3.51K | 0.02% | 120 |
|
|
2017
Q4 | $113K | Hold |
1,326
| – | – | 0.02% | 118 |
|
|
2017
Q3 | $101K | Buy |
1,326
+111
| +9% | +$8.46K | 0.02% | 119 |
|
|
2017
Q2 | $89K | Buy |
1,215
+5
| +0.4% | +$366 | 0.02% | 123 |
|
|
2017
Q1 | $77K | Buy |
1,210
+1,100
| +1,000% | +$70K | 0.01% | 141 |
|
|
2016
Q4 | $7K | Buy |
+110
| New | +$7K | ﹤0.01% | 338 |
|