Berman Capital Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $165K | Buy |
1,355
+331
| +32% | +$40.3K | 0.03% | 310 |
|
|
2021
Q2 | $117K | Buy |
1,024
+404
| +65% | +$46.2K | 0.02% | 340 |
|
|
2021
Q1 | $66K | Buy |
620
+53
| +9% | +$5.64K | 0.01% | 392 |
|
|
2020
Q4 | $61K | Sell |
567
-1
| -0.2% | -$108 | 0.01% | 356 |
|
|
2020
Q3 | $51K | Sell |
568
-197
| -26% | -$17.7K | 0.01% | 335 |
|
|
2020
Q2 | $65K | Sell |
765
-53
| -6% | -$4.5K | 0.02% | 286 |
|
|
2020
Q1 | $55K | Sell |
818
-113
| -12% | -$7.6K | 0.02% | 280 |
|
|
2019
Q4 | $93K | Buy |
931
+1
| +0.1% | +$100 | 0.03% | 229 |
|
|
2019
Q3 | $104K | Hold |
930
| – | – | 0.03% | 208 |
|
|
2019
Q2 | $102K | Buy |
930
+65
| +8% | +$7.13K | 0.03% | 206 |
|
|
2019
Q1 | $85K | Buy |
865
+83
| +11% | +$8.16K | 0.03% | 215 |
|
|
2018
Q4 | $70K | Buy |
+782
| New | +$70K | 0.03% | 218 |
|