Capstone Financial Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,338
| Closed | -$324K | – | 161 |
|
|
2024
Q1 | $324K | Hold |
2,338
| – | – | 0.02% | 109 |
|
|
2023
Q4 | $305K | Hold |
2,338
| – | – | 0.02% | 107 |
|
|
2023
Q3 | $292K | Hold |
2,338
| – | – | 0.02% | 104 |
|
|
2023
Q2 | $324K | Buy |
2,338
+184
| +9% | +$25.5K | 0.02% | 99 |
|
|
2023
Q1 | $285K | Hold |
2,154
| – | – | 0.02% | 104 |
|
|
2022
Q4 | $276K | Sell |
2,154
-84
| -4% | -$10.8K | 0.02% | 103 |
|
|
2022
Q3 | $238K | Buy |
+2,238
| New | +$238K | 0.02% | 107 |
|