Curi 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 | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | – | Sell |
-2,823
| Closed | -$362K | – | 194 |
|
2022
Q4 | $362K | Hold |
2,823
| – | – | 0.05% | 130 |
|
2022
Q3 | $300K | Buy |
2,823
+2,650
| +1,532% | +$282K | 0.05% | 135 |
|
2022
Q2 | $20K | Hold |
173
| – | – | ﹤0.01% | 305 |
|
2022
Q1 | $20K | Hold |
173
| – | – | ﹤0.01% | 292 |
|
2021
Q4 | $24K | Buy |
+173
| New | +$24K | ﹤0.01% | 233 |
|
2021
Q1 | – | Sell |
-84
| Closed | -$9K | – | 513 |
|
2020
Q4 | $9K | Buy |
+84
| New | +$9K | 0.01% | 268 |
|