Edgestream Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,364
| Closed | -$215K | – | 1099 |
|
2025
Q1 | $215K | Buy |
+1,364
| New | +$215K | 0.01% | 801 |
|
2024
Q3 | – | Sell |
-1,819
| Closed | -$241K | – | 1115 |
|
2024
Q2 | $241K | Buy |
+1,819
| New | +$241K | 0.01% | 778 |
|
2023
Q1 | – | Sell |
-1,589
| Closed | -$204K | – | 678 |
|
2022
Q4 | $204K | Buy |
+1,589
| New | +$204K | 0.02% | 481 |
|
2022
Q2 | – | Sell |
-2,968
| Closed | -$352K | – | 651 |
|
2022
Q1 | $352K | Buy |
+2,968
| New | +$352K | 0.03% | 464 |
|
2021
Q3 | – | Sell |
-1,855
| Closed | -$213K | – | 589 |
|
2021
Q2 | $213K | Buy |
+1,855
| New | +$213K | 0.01% | 423 |
|
2020
Q3 | – | Sell |
-97,999
| Closed | -$8.52M | – | 373 |
|
2020
Q2 | $8.52M | Buy |
97,999
+23,307
| +31% | +$2.03M | 0.45% | 62 |
|
2020
Q1 | $5.12M | Sell |
74,692
-70,095
| -48% | -$4.8M | 0.47% | 67 |
|
2019
Q4 | $14.6M | Buy |
144,787
+123,143
| +569% | +$12.4M | 0.76% | 38 |
|
2019
Q3 | $2.46M | Buy |
+21,644
| New | +$2.46M | 0.23% | 126 |
|
2018
Q4 | – | Sell |
-2,664
| Closed | -$242K | – | 311 |
|
2018
Q3 | $242K | Sell |
2,664
-4,137
| -61% | -$376K | 0.04% | 236 |
|
2018
Q2 | $532K | Sell |
6,801
-6,860
| -50% | -$537K | 0.11% | 195 |
|
2018
Q1 | $1.16M | Buy |
13,661
+9,596
| +236% | +$817K | 0.23% | 129 |
|
2017
Q4 | $332K | Sell |
4,065
-9,837
| -71% | -$803K | 0.4% | 64 |
|
2017
Q3 | $1.02M | Sell |
13,902
-11,936
| -46% | -$878K | 0.55% | 41 |
|
2017
Q2 | $1.91M | Buy |
25,838
+11,277
| +77% | +$832K | 0.72% | 28 |
|
2017
Q1 | $930K | Sell |
14,561
-61
| -0.4% | -$3.9K | 0.41% | 53 |
|
2016
Q4 | $926K | Buy |
+14,622
| New | +$926K | 1.92% | 12 |
|