Diversified Portfolios Inc’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 |
-3,344
| Closed | -$428K | – | 145 |
|
|
2022
Q4 | $428K | Sell |
3,344
-400
| -11% | -$51.2K | 0.1% | 95 |
|
|
2022
Q3 | $398K | Sell |
3,744
-461
| -11% | -$49K | 0.11% | 93 |
|
|
2022
Q2 | $477K | Sell |
4,205
-100
| -2% | -$11.3K | 0.13% | 74 |
|
|
2022
Q1 | $510K | Buy |
4,305
+228
| +6% | +$27K | 0.12% | 87 |
|
|
2021
Q4 | $566K | Buy |
4,077
+1,100
| +37% | +$153K | 0.14% | 78 |
|
|
2021
Q3 | $364K | Hold |
2,977
| – | – | 0.1% | 90 |
|
|
2021
Q2 | $342K | Buy |
2,977
+800
| +37% | +$91.9K | 0.13% | 82 |
|
|
2021
Q1 | $236K | Sell |
2,177
-1,092
| -33% | -$118K | 0.08% | 90 |
|
|
2020
Q4 | $355K | Buy |
3,269
+298
| +10% | +$32.4K | 0.13% | 66 |
|
|
2020
Q3 | $271K | Sell |
2,971
-145
| -5% | -$13.2K | 0.12% | 61 |
|
|
2020
Q2 | $271K | Sell |
3,116
-598
| -16% | -$52K | 0.13% | 50 |
|
|
2020
Q1 | $255K | Buy |
3,714
+130
| +4% | +$8.93K | 0.14% | 45 |
|
|
2019
Q4 | $361K | Buy |
3,584
+245
| +7% | +$24.7K | 0.17% | 43 |
|
|
2019
Q3 | $379K | Hold |
3,339
| – | – | 0.19% | 37 |
|
|
2019
Q2 | $370K | Hold |
3,339
| – | – | 0.2% | 32 |
|
|
2019
Q1 | $333K | Buy |
+3,339
| New | +$333K | 0.19% | 37 |
|