Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-100
| Closed | -$9K | – | 460 |
|
|
2020
Q3 | $9K | Sell |
100
-61
| -38% | -$5.49K | ﹤0.01% | 326 |
|
|
2020
Q2 | $14K | Sell |
161
-521
| -76% | -$45.3K | ﹤0.01% | 420 |
|
|
2020
Q1 | $48K | Hold |
682
| – | – | 0.01% | 245 |
|
|
2019
Q4 | $69K | Buy |
682
+25
| +4% | +$2.53K | 0.01% | 230 |
|
|
2019
Q3 | $74K | Buy |
657
+596
| +977% | +$67.1K | 0.02% | 212 |
|
|
2019
Q2 | $7K | Sell |
61
-6
| -9% | -$689 | ﹤0.01% | 453 |
|
|
2019
Q1 | $7K | Hold |
67
| – | – | ﹤0.01% | 441 |
|
|
2018
Q4 | $6K | Hold |
67
| – | – | ﹤0.01% | 457 |
|
|
2018
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 486 |
|
|
2018
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 492 |
|
|
2018
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 434 |
|
|
2017
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 448 |
|
|
2017
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 439 |
|
|
2017
Q2 | $5K | Hold |
67
| – | – | ﹤0.01% | 426 |
|
|
2017
Q1 | $4K | Buy |
67
+61
| +1,017% | +$3.64K | ﹤0.01% | 421 |
|
|
2016
Q4 | $1K | Sell |
6
-2
| -25% | -$333 | ﹤0.01% | 467 |
|
|
2016
Q3 | $1K | Sell |
8
-10
| -56% | -$1.25K | ﹤0.01% | 460 |
|
|
2016
Q2 | $1K | Sell |
18
-87,443
| -100% | -$4.86M | ﹤0.01% | 444 |
|
|
2016
Q1 | $5.15M | Sell |
87,461
-42,467
| -33% | -$2.5M | 2.33% | 14 |
|
|
2015
Q4 | $6.88M | Buy |
129,928
+886
| +0.7% | +$46.9K | 2.59% | 10 |
|
|
2015
Q3 | $7.32M | Buy |
129,042
+129,032
| +1,290,320% | +$7.32M | 2.76% | 11 |
|
|
2015
Q2 | $1K | Sell |
10
-81,277
| -100% | -$8.13M | ﹤0.01% | 417 |
|
|
2015
Q1 | $4.63M | Buy |
81,287
+77,601
| +2,105% | +$4.42M | 1.56% | 23 |
|
|
2014
Q4 | $194K | Sell |
3,686
-14,001
| -79% | -$737K | 0.07% | 107 |
|
|
2014
Q3 | $919K | Buy |
17,687
+8,765
| +98% | +$455K | 0.35% | 45 |
|
|
2014
Q2 | $520K | Hold |
8,922
| – | – | 0.22% | 61 |
|
|
2014
Q1 | $484K | Hold |
8,922
| – | – | 0.2% | 60 |
|
|
2013
Q4 | $484K | Sell |
8,922
-83
| -0.9% | -$4.5K | 0.22% | 53 |
|
|
2013
Q3 | $462K | Hold |
9,005
| – | – | 0.28% | 50 |
|
|
2013
Q2 | $452K | Buy |
+9,005
| New | +$452K | 0.3% | 40 |
|