Bourgeon Capital 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
Q1 | – | Sell |
-118
| Closed | -$15.1K | – | 378 |
|
|
2022
Q4 | $15.1K | Buy |
118
+73
| +162% | +$9.35K | ﹤0.01% | 215 |
|
|
2022
Q3 | $5K | Sell |
45
-87
| -66% | -$9.67K | ﹤0.01% | 267 |
|
|
2022
Q2 | $15K | Buy |
132
+1
| +0.8% | +$114 | ﹤0.01% | 198 |
|
|
2022
Q1 | $16K | Buy |
+131
| New | +$16K | ﹤0.01% | 208 |
|
|
2020
Q3 | – | Sell |
-22
| Closed | -$2K | – | 321 |
|
|
2020
Q2 | $2K | Hold |
22
| – | – | ﹤0.01% | 240 |
|
|
2020
Q1 | $2K | Buy |
+22
| New | +$2K | ﹤0.01% | 244 |
|
|
2014
Q4 | – | Sell |
-44,269
| Closed | -$2.29M | – | 104 |
|
|
2014
Q3 | $2.29M | Sell |
44,269
-2,816
| -6% | -$146K | 1.34% | 34 |
|
|
2014
Q2 | $2.75M | Sell |
47,085
-70
| -0.1% | -$4.09K | 1.5% | 31 |
|
|
2014
Q1 | $2.56M | Sell |
47,155
-12,241
| -21% | -$664K | 1.61% | 25 |
|
|
2013
Q4 | $3.23M | Sell |
59,396
-1,043
| -2% | -$56.7K | 2.08% | 19 |
|
|
2013
Q3 | $3.1M | Buy |
60,439
+278
| +0.5% | +$14.3K | 2.09% | 16 |
|
|
2013
Q2 | $3M | Buy |
+60,161
| New | +$3M | 2.14% | 16 |
|