BerganKDV Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $614K | Hold |
4,433
| – | – | 0.06% | 159 |
|
2023
Q1 | $586K | Buy |
4,433
+1,940
| +78% | +$256K | 0.06% | 160 |
|
2022
Q4 | $319K | Sell |
2,493
-18
| -0.7% | -$2.31K | 0.03% | 199 |
|
2022
Q3 | $267K | Sell |
2,511
-4,715
| -65% | -$501K | 0.03% | 211 |
|
2022
Q2 | $820K | Hold |
7,226
| – | – | 0.09% | 135 |
|
2022
Q1 | $856K | Sell |
7,226
-9
| -0.1% | -$1.07K | 0.09% | 134 |
|
2021
Q4 | $1.01M | Buy |
7,235
+9
| +0.1% | +$1.25K | 0.1% | 128 |
|
2021
Q3 | $884K | Hold |
7,226
| – | – | 0.1% | 130 |
|
2021
Q2 | $831K | Hold |
7,226
| – | – | 0.1% | 128 |
|
2021
Q1 | $782K | Hold |
7,226
| – | – | 0.1% | 130 |
|
2020
Q4 | $784K | Buy |
7,226
+10
| +0.1% | +$1.09K | 0.11% | 118 |
|
2020
Q3 | $659K | Sell |
7,216
-54
| -0.7% | -$4.93K | 0.1% | 128 |
|
2020
Q2 | $632K | Buy |
7,270
+70
| +1% | +$6.09K | 0.11% | 126 |
|
2020
Q1 | $493K | Hold |
7,200
| – | – | 0.1% | 131 |
|
2019
Q4 | $725K | Hold |
7,200
| – | – | 0.13% | 121 |
|
2019
Q3 | $817K | Hold |
7,200
| – | – | 0.16% | 102 |
|
2019
Q2 | $797K | Hold |
7,200
| – | – | 0.16% | 105 |
|
2019
Q1 | $719K | Hold |
7,200
| – | – | 0.15% | 108 |
|
2018
Q4 | $662K | Hold |
7,200
| – | – | 0.15% | 104 |
|
2018
Q3 | $655K | Hold |
7,200
| – | – | 0.14% | 113 |
|
2018
Q2 | $563K | Hold |
7,200
| – | – | 0.13% | 119 |
|
2018
Q1 | $613K | Hold |
7,200
| – | – | 0.17% | 107 |
|
2017
Q4 | $588K | Hold |
7,200
| – | – | 0.14% | 118 |
|
2017
Q3 | $530K | Hold |
7,200
| – | – | 0.13% | 120 |
|
2017
Q2 | $531K | Hold |
7,200
| – | – | 0.15% | 116 |
|
2017
Q1 | $460K | Hold |
7,200
| – | – | 0.14% | 118 |
|
2016
Q4 | $456K | Sell |
7,200
-2,815
| -28% | -$178K | 0.15% | 120 |
|
2016
Q3 | $654K | Hold |
10,015
| – | – | 0.23% | 90 |
|
2016
Q2 | $597K | Hold |
10,015
| – | – | 0.26% | 87 |
|
2016
Q1 | $589K | Buy |
+10,015
| New | +$589K | 0.35% | 73 |
|