Disciplined Investments’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-582
| Closed | -$80.7K | – | 1600 |
|
|
2023
Q2 | $80.7K | Hold |
582
| – | – | 0.04% | 168 |
|
|
2023
Q1 | $76.9K | Buy |
582
+399
| +218% | +$52.7K | 0.03% | 192 |
|
|
2022
Q4 | $23.5K | Sell |
183
-400
| -69% | -$51.3K | 0.01% | 277 |
|
|
2022
Q3 | $62K | Sell |
583
-1
| -0.2% | -$106 | 0.03% | 203 |
|
|
2022
Q2 | $66K | Buy |
584
+5
| +0.9% | +$565 | 0.03% | 195 |
|
|
2022
Q1 | $69K | Buy |
579
+16
| +3% | +$1.91K | 0.03% | 193 |
|
|
2021
Q4 | $78K | Hold |
563
| – | – | 0.03% | 173 |
|
|
2021
Q3 | $69K | Hold |
563
| – | – | 0.03% | 169 |
|
|
2021
Q2 | $65K | Hold |
563
| – | – | 0.03% | 179 |
|
|
2021
Q1 | $61K | Buy |
563
+400
| +245% | +$43.3K | 0.04% | 170 |
|
|
2020
Q4 | $18K | Hold |
163
| – | – | 0.01% | 208 |
|
|
2020
Q3 | $15K | Sell |
163
-400
| -71% | -$36.8K | 0.01% | 235 |
|
|
2020
Q2 | $49K | Hold |
563
| – | – | 0.04% | 167 |
|
|
2020
Q1 | $39K | Hold |
563
| – | – | 0.04% | 172 |
|
|
2019
Q4 | $57K | Buy |
+563
| New | +$57K | 0.05% | 156 |
|