Capital Planning 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
Q1 | – | Sell |
-2,080
| Closed | -$226K | – | 136 |
|
|
2020
Q4 | $226K | Buy |
+2,080
| New | +$226K | 0.06% | 120 |
|
|
2019
Q1 | – | Sell |
-6,250
| Closed | -$575K | – | 126 |
|
|
2018
Q4 | $575K | Sell |
6,250
-340
| -5% | -$31.3K | 0.21% | 79 |
|
|
2018
Q3 | $599K | Buy |
6,590
+1,960
| +42% | +$178K | 0.19% | 87 |
|
|
2018
Q2 | $362K | Sell |
4,630
-3,098
| -40% | -$242K | 0.16% | 92 |
|
|
2018
Q1 | $658K | Sell |
7,728
-1,126
| -13% | -$95.9K | 0.23% | 84 |
|
|
2017
Q4 | $723K | Buy |
8,854
+1,270
| +17% | +$104K | 0.25% | 80 |
|
|
2017
Q3 | $558K | Buy |
7,584
+103
| +1% | +$7.58K | 0.22% | 80 |
|
|
2017
Q2 | $552K | Sell |
7,481
-1,935
| -21% | -$143K | 0.24% | 73 |
|
|
2017
Q1 | $602K | Hold |
9,416
| – | – | 0.3% | 65 |
|
|
2016
Q4 | $596K | Sell |
9,416
-3,679
| -28% | -$233K | 0.32% | 63 |
|
|
2016
Q3 | $855K | Sell |
13,095
-78
| -0.6% | -$5.09K | 0.46% | 53 |
|
|
2016
Q2 | $785K | Hold |
13,173
| – | – | 0.44% | 49 |
|
|
2016
Q1 | $775K | Sell |
13,173
-1,328
| -9% | -$78.1K | 0.37% | 47 |
|
|
2015
Q4 | $762K | Buy |
14,501
+348
| +2% | +$18.3K | 0.44% | 51 |
|
|
2015
Q3 | $813K | Buy |
14,153
+1,641
| +13% | +$94.3K | 0.53% | 40 |
|
|
2015
Q2 | $810K | Buy |
12,512
+4,284
| +52% | +$277K | 0.48% | 43 |
|
|
2015
Q1 | $466K | Buy |
8,228
+98
| +1% | +$5.55K | 0.32% | 56 |
|
|
2014
Q4 | $426K | Buy |
+8,130
| New | +$426K | 0.37% | 57 |
|