Belpointe Asset Management’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 |
-1,466
| Closed | -$205K | – | 965 |
|
|
2024
Q3 | $205K | Sell |
1,466
-76
| -5% | -$10.6K | 0.01% | 802 |
|
|
2024
Q2 | $204K | Buy |
1,542
+6
| +0.4% | +$795 | 0.01% | 724 |
|
|
2024
Q1 | $213K | Buy |
+1,536
| New | +$213K | 0.02% | 723 |
|
|
2023
Q4 | – | Sell |
-1,700
| Closed | -$212K | – | 772 |
|
|
2023
Q3 | $212K | Buy |
+1,700
| New | +$212K | 0.02% | 581 |
|
|
2023
Q2 | – | Sell |
-2,607
| Closed | -$344K | – | 3446 |
|
|
2023
Q1 | $344K | Buy |
2,607
+88
| +3% | +$11.6K | 0.02% | 692 |
|
|
2022
Q4 | $323K | Buy |
2,519
+99
| +4% | +$12.7K | 0.02% | 703 |
|
|
2022
Q3 | $257K | Buy |
2,420
+329
| +16% | +$34.9K | 0.02% | 740 |
|
|
2022
Q2 | $237K | Sell |
2,091
-389
| -16% | -$44.1K | 0.02% | 762 |
|
|
2022
Q1 | $294K | Buy |
2,480
+22
| +0.9% | +$2.61K | 0.02% | 733 |
|
|
2021
Q4 | $341K | Buy |
2,458
+118
| +5% | +$16.4K | 0.02% | 655 |
|
|
2021
Q3 | $286K | Buy |
2,340
+102
| +5% | +$12.5K | 0.02% | 703 |
|
|
2021
Q2 | $258K | Sell |
2,238
-72
| -3% | -$8.3K | 0.02% | 729 |
|
|
2021
Q1 | $249K | Sell |
2,310
-652
| -22% | -$70.3K | 0.02% | 668 |
|
|
2020
Q4 | $321K | Buy |
2,962
+38
| +1% | +$4.12K | 0.03% | 534 |
|
|
2020
Q3 | $267K | Buy |
2,924
+775
| +36% | +$70.8K | 0.03% | 474 |
|
|
2020
Q2 | $187K | Buy |
+2,149
| New | +$187K | 0.02% | 545 |
|
|
2020
Q1 | – | Sell |
-4,085
| Closed | -$411K | – | 815 |
|
|
2019
Q4 | $411K | Buy |
4,085
+985
| +32% | +$99.1K | 0.05% | 359 |
|
|
2019
Q3 | $352K | Sell |
3,100
-24
| -0.8% | -$2.73K | 0.06% | 359 |
|
|
2019
Q2 | $346K | Sell |
3,124
-2,558
| -45% | -$283K | 0.07% | 305 |
|
|
2019
Q1 | $567K | Buy |
5,682
+619
| +12% | +$61.8K | 0.11% | 145 |
|
|
2018
Q4 | $465K | Buy |
5,063
+256
| +5% | +$23.5K | 0.12% | 189 |
|
|
2018
Q3 | $437K | Buy |
4,807
+67
| +1% | +$6.09K | 0.07% | 288 |
|
|
2018
Q2 | $371K | Sell |
4,740
-50
| -1% | -$3.91K | 0.1% | 222 |
|
|
2018
Q1 | $408K | Sell |
4,790
-110
| -2% | -$9.37K | 0.12% | 199 |
|
|
2017
Q4 | $400K | Hold |
4,900
| – | – | 0.09% | 277 |
|
|
2017
Q3 | $361K | Buy |
+4,900
| New | +$361K | 0.08% | 281 |
|