CSat Investment Advisory’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 | $27K | Buy |
249
+75
| +43% | +$8.13K | 0.02% | 324 |
|
|
2020
Q4 | $19K | Sell |
174
-805
| -82% | -$87.9K | 0.02% | 349 |
|
|
2020
Q3 | $89K | Sell |
979
-2,244
| -70% | -$204K | 0.01% | 515 |
|
|
2020
Q2 | $280K | Sell |
3,223
-136
| -4% | -$11.8K | 0.03% | 252 |
|
|
2020
Q1 | $230K | Buy |
3,359
+84
| +3% | +$5.75K | 0.05% | 216 |
|
|
2019
Q4 | $329K | Buy |
3,275
+20
| +0.6% | +$2.01K | 0.09% | 190 |
|
|
2019
Q3 | $370K | Buy |
3,255
+2,488
| +324% | +$283K | 0.12% | 165 |
|
|
2019
Q2 | $85K | Buy |
767
+352
| +85% | +$39K | 0.03% | 327 |
|
|
2019
Q1 | $41K | Sell |
415
-2
| -0.5% | -$198 | 0.02% | 181 |
|
|
2018
Q4 | $38K | Sell |
417
-3,622
| -90% | -$330K | 0.02% | 175 |
|
|
2018
Q3 | $367K | Buy |
4,039
+1,295
| +47% | +$118K | 0.21% | 97 |
|
|
2018
Q2 | $215K | Buy |
+2,744
| New | +$215K | 0.11% | 115 |
|
|
2014
Q2 | – | Sell |
-112,348
| Closed | -$6.09M | – | 33 |
|
|
2014
Q1 | $6.09M | Sell |
112,348
-48,773
| -30% | -$2.64M | 3.12% | 22 |
|
|
2013
Q4 | $8.76M | Sell |
161,121
-126,242
| -44% | -$6.86M | 3.46% | 20 |
|
|
2013
Q3 | $14.7M | Buy |
287,363
+72,992
| +34% | +$3.75M | 4.23% | 12 |
|
|
2013
Q2 | $10.7M | Buy |
+214,371
| New | +$10.7M | 3.81% | 12 |
|