Concert Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-4,324
| Closed | -$272K | – | 454 |
|
|
2017
Q1 | $272K | Sell |
4,324
-64
| -1% | -$4.03K | 0.06% | 373 |
|
|
2016
Q4 | $276K | Sell |
4,388
-6,043
| -58% | -$380K | 0.06% | 372 |
|
|
2016
Q3 | $678K | Sell |
10,431
-136
| -1% | -$8.84K | 0.08% | 310 |
|
|
2016
Q2 | $630K | Buy |
10,567
+1,857
| +21% | +$111K | 0.09% | 293 |
|
|
2016
Q1 | $510K | Sell |
8,710
-185
| -2% | -$10.8K | 0.07% | 348 |
|
|
2015
Q4 | $468K | Sell |
8,895
-1,435
| -14% | -$75.5K | 0.06% | 376 |
|
|
2015
Q3 | $595K | Sell |
10,330
-105
| -1% | -$6.05K | 0.08% | 314 |
|
|
2015
Q2 | $678K | Buy |
10,435
+631
| +6% | +$41K | 0.09% | 297 |
|
|
2015
Q1 | $355K | Buy |
9,804
+546
| +6% | +$19.8K | 0.1% | 261 |
|
|
2014
Q4 | $486K | Sell |
9,258
-759
| -8% | -$39.8K | 0.07% | 329 |
|
|
2014
Q3 | $519K | Sell |
10,017
-498
| -5% | -$25.8K | 0.07% | 252 |
|
|
2014
Q2 | $593K | Hold |
10,515
| – | – | 0.07% | 240 |
|
|
2014
Q1 | $556K | Buy |
10,515
+2,087
| +25% | +$110K | 0.07% | 252 |
|
|
2013
Q4 | $460K | Buy |
8,428
+21
| +0.2% | +$1.15K | 0.06% | 278 |
|
|
2013
Q3 | $431K | Buy |
8,407
+384
| +5% | +$19.7K | 0.06% | 285 |
|
|
2013
Q2 | $401K | Buy |
+8,023
| New | +$401K | 0.06% | 273 |
|