Buckingham Strategic Wealth’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.59M | Sell |
11,972
-74
| -0.6% | -$10.2K | 0.02% | 263 |
|
|
2024
Q1 | $1.67M | Buy |
12,046
+102
| +0.9% | +$13.6K | 0.02% | 263 |
|
|
2023
Q4 | $1.56M | Buy |
11,944
+2,471
| +26% | +$308K | 0.02% | 264 |
|
|
2023
Q3 | $1.18M | Sell |
9,473
-454
| -5% | -$59.7K | 0.02% | 271 |
|
|
2023
Q2 | $1.38M | Buy |
9,927
+78
| +0.8% | +$10.6K | 0.02% | 255 |
|
|
2023
Q1 | $1.26M | Hold |
9,849
| – | – | 0.02% | 240 |
|
|
2022
Q4 | $1.26M | Buy |
9,849
+161
| +2% | +$19.5K | 0.02% | 241 |
|
|
2022
Q3 | $1.03M | Buy |
9,688
+85
| +0.9% | +$9.87K | 0.02% | 256 |
|
|
2022
Q2 | $1.09M | Buy |
9,603
+512
| +6% | +$59.5K | 0.02% | 254 |
|
|
2022
Q1 | $1.08M | Buy |
9,091
+1,333
| +17% | +$164K | 0.02% | 249 |
|
|
2021
Q4 | $1.08M | Sell |
7,758
-108
| -1% | -$13.8K | 0.02% | 251 |
|
|
2021
Q3 | $962K | Buy |
7,866
+1,860
| +31% | +$236K | 0.02% | 259 |
|
|
2021
Q2 | $691K | Buy |
6,006
+2,849
| +90% | +$336K | 0.02% | 296 |
|
|
2021
Q1 | $342K | Hold |
3,157
| – | – | 0.02% | 409 |
|
|
2020
Q4 | $343K | Sell |
3,157
-600
| -16% | -$61.2K | 0.02% | 394 |
|
|
2020
Q3 | $343K | Sell |
3,757
-437
| -10% | -$40.3K | 0.03% | 338 |
|
|
2020
Q2 | $364K | Sell |
4,194
-726
| -15% | -$62K | 0.03% | 276 |
|
|
2020
Q1 | $337K | Sell |
4,920
-444
| -8% | -$41.4K | 0.03% | 319 |
|
|
2019
Q4 | $540K | Buy |
5,364
+397
| +8% | +$41.1K | 0.05% | 231 |
|
|
2019
Q3 | $563K | Hold |
4,967
| – | – | 0.06% | 212 |
|
|
2019
Q2 | $550K | Buy |
4,967
+607
| +14% | +$63K | 0.06% | 231 |
|
|
2019
Q1 | $435K | Buy |
4,360
+98
| +2% | +$9.28K | 0.05% | 247 |
|
|
2018
Q4 | $392K | Buy |
4,262
+951
| +29% | +$85K | 0.06% | 226 |
|
|
2018
Q3 | $301K | Buy |
3,311
+100
| +3% | +$8.34K | 0.05% | 271 |
|
|
2018
Q2 | $251K | Buy |
3,211
+770
| +32% | +$64.2K | 0.04% | 294 |
|
|
2018
Q1 | $208K | Sell |
2,441
-35
| -1% | -$2.87K | 0.04% | 290 |
|
|
2017
Q4 | $202K | Buy |
+2,476
| New | +$196K | 0.04% | 300 |
|
|
2017
Q3 | – | Sell |
-3,160
| Closed | -$233K | – | 311 |
|
|
2017
Q2 | $233K | Buy |
+3,160
| New | +$220K | 0.05% | 257 |
|
|
2016
Q4 | – | Sell |
-3,436
| Closed | -$224K | – | 240 |
|
|
2016
Q3 | $224K | Sell |
3,436
-538
| -14% | -$34.3K | 0.08% | 198 |
|
|
2016
Q2 | $237K | Buy |
3,974
+8
| +0.2% | +$471 | 0.08% | 192 |
|
|
2016
Q1 | $233K | Sell |
3,966
-182
| -4% | -$9.55K | 0.08% | 194 |
|
|
2015
Q4 | $218K | Buy |
4,148
+637
| +18% | +$33.3K | 0.07% | 178 |
|
|
2015
Q3 | $202K | Buy |
3,511
+139
| +4% | +$8.41K | 0.07% | 194 |
|
|
2015
Q2 | $218K | Buy |
+3,372
| New | +$214K | 0.07% | 199 |
|
|
2014
Q3 | – | Sell |
-3,457
| Closed | -$202K | – | 195 |
|
|
2014
Q2 | $202K | Buy |
+3,457
| New | +$192K | 0.09% | 162 |
|
|
2014
Q1 | – | Sell |
-4,589
| Closed | -$249K | – | 166 |
|
|
2013
Q4 | $249K | Buy |
4,589
+260
| +6% | +$13.4K | 0.12% | 126 |
|
|
2013
Q3 | $222K | Sell |
4,329
-1,284
| -23% | -$66.6K | 0.12% | 115 |
|
|
2013
Q2 | $280K | Buy |
+5,613
| New | +$278K | 0.16% | 98 |
|
Other funds holding YUM
SGA
