Beacon Investment Advisory Services’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,600
| Closed | -$340K | – | 280 |
|
|
2023
Q4 | $340K | Hold |
2,600
| – | – | 0.02% | 216 |
|
|
2023
Q3 | $325K | Hold |
2,600
| – | – | 0.02% | 224 |
|
|
2023
Q2 | $360K | Hold |
2,600
| – | – | 0.02% | 221 |
|
|
2023
Q1 | $343K | Hold |
2,600
| – | – | 0.02% | 217 |
|
|
2022
Q4 | $333K | Hold |
2,600
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $276K | Hold |
2,600
| – | – | 0.02% | 240 |
|
|
2022
Q2 | $295K | Hold |
2,600
| – | – | 0.02% | 235 |
|
|
2022
Q1 | $308K | Hold |
2,600
| – | – | 0.01% | 248 |
|
|
2021
Q4 | $361K | Hold |
2,600
| – | – | 0.01% | 241 |
|
|
2021
Q3 | $318K | Hold |
2,600
| – | – | 0.01% | 249 |
|
|
2021
Q2 | $299K | Sell |
2,600
-360
| -12% | -$41.4K | 0.01% | 263 |
|
|
2021
Q1 | $320K | Sell |
2,960
-1,000
| -25% | -$108K | 0.01% | 246 |
|
|
2020
Q4 | $430K | Sell |
3,960
-178
| -4% | -$19.3K | 0.02% | 195 |
|
|
2020
Q3 | $378K | Buy |
4,138
+178
| +4% | +$16.3K | 0.02% | 188 |
|
|
2020
Q2 | $344K | Hold |
3,960
| – | – | 0.02% | 187 |
|
|
2020
Q1 | $271K | Hold |
3,960
| – | – | 0.02% | 203 |
|
|
2019
Q4 | $399K | Sell |
3,960
-1,000
| -20% | -$101K | 0.02% | 197 |
|
|
2019
Q3 | $563K | Sell |
4,960
-80
| -2% | -$9.08K | 0.06% | 145 |
|
|
2019
Q2 | $558K | Buy |
5,040
+600
| +14% | +$66.4K | 0.06% | 129 |
|
|
2019
Q1 | $443K | Sell |
4,440
-636
| -13% | -$63.5K | 0.05% | 155 |
|
|
2018
Q4 | $467K | Sell |
5,076
-740
| -13% | -$68.1K | 0.05% | 157 |
|
|
2018
Q3 | $529K | Sell |
5,816
-536
| -8% | -$48.8K | 0.05% | 155 |
|
|
2018
Q2 | $497K | Hold |
6,352
| – | – | 0.05% | 158 |
|
|
2018
Q1 | $541K | Sell |
6,352
-1,271
| -17% | -$108K | 0.06% | 154 |
|
|
2017
Q4 | $622K | Sell |
7,623
-568
| -7% | -$46.3K | 0.07% | 137 |
|
|
2017
Q3 | $603K | Buy |
+8,191
| New | +$603K | 0.05% | 164 |
|