EFS
Essex Financial Services’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
7,803
-2,321
| -23% | -$344K | 0.08% | 229 |
|
|
2025
Q1 | $1.59M | Sell |
10,124
-3
| -0% | -$472 | 0.11% | 165 |
|
|
2024
Q4 | $1.36M | Buy |
10,127
+742
| +8% | +$99.5K | 0.1% | 184 |
|
|
2024
Q3 | $1.25M | Sell |
9,385
-625
| -6% | -$83.3K | 0.09% | 196 |
|
|
2024
Q2 | $1.37M | Buy |
10,010
+6,791
| +211% | +$931K | 0.1% | 187 |
|
|
2024
Q1 | $446K | Buy |
3,219
+85
| +3% | +$11.8K | 0.04% | 347 |
|
|
2023
Q4 | $410K | Buy |
3,134
+68
| +2% | +$8.89K | 0.04% | 339 |
|
|
2023
Q3 | $383K | Buy |
3,066
+2
| +0.1% | +$250 | 0.04% | 330 |
|
|
2023
Q2 | $425K | Sell |
3,064
-48
| -2% | -$6.65K | 0.05% | 307 |
|
|
2023
Q1 | $411K | Buy |
3,112
+349
| +13% | +$46.1K | 0.04% | 323 |
|
|
2022
Q4 | $353K | Sell |
2,763
-21
| -0.8% | -$2.68K | 0.04% | 342 |
|
|
2022
Q3 | $296K | Buy |
2,784
+1
| +0% | +$106 | 0.04% | 344 |
|
|
2022
Q2 | $316K | Sell |
2,783
-71
| -2% | -$8.06K | 0.04% | 344 |
|
|
2022
Q1 | $338K | Buy |
2,854
+42
| +1% | +$4.97K | 0.03% | 344 |
|
|
2021
Q4 | $391K | Sell |
2,812
-33
| -1% | -$4.59K | 0.04% | 320 |
|
|
2021
Q3 | $348K | Buy |
2,845
+977
| +52% | +$120K | 0.04% | 321 |
|
|
2021
Q2 | $202K | Hold |
1,868
| – | – | 0.03% | 442 |
|
|
2021
Q1 | $202K | Sell |
1,868
-565
| -23% | -$61.1K | 0.04% | 341 |
|
|
2020
Q4 | $264K | Buy |
+2,433
| New | +$264K | 0.05% | 261 |
|
|
2018
Q4 | – | Sell |
-5,480
| Closed | -$498K | – | 298 |
|
|
2018
Q3 | $498K | Buy |
5,480
+66
| +1% | +$6K | 0.11% | 161 |
|
|
2018
Q2 | $423K | Buy |
5,414
+1
| +0% | +$78 | 0.1% | 175 |
|
|
2018
Q1 | $461K | Hold |
5,413
| – | – | 0.09% | 213 |
|
|
2017
Q4 | $442K | Sell |
5,413
-57
| -1% | -$4.65K | 0.11% | 171 |
|
|
2017
Q3 | $403K | Sell |
5,470
-712
| -12% | -$52.5K | 0.1% | 174 |
|
|
2017
Q2 | $454K | Buy |
6,182
+237
| +4% | +$17.4K | 0.1% | 203 |
|
|
2017
Q1 | $380K | Sell |
5,945
-216
| -4% | -$13.8K | 0.09% | 219 |
|
|
2016
Q4 | $390K | Buy |
6,161
+1
| +0% | +$63 | 0.08% | 214 |
|
|
2016
Q3 | $553K | Buy |
6,160
+217
| +4% | +$19.5K | 0.13% | 150 |
|
|
2016
Q2 | $493K | Hold |
5,943
| – | – | 0.12% | 168 |
|
|
2016
Q1 | $486K | Buy |
5,943
+1
| +0% | +$82 | 0.12% | 171 |
|
|
2015
Q4 | $434K | Buy |
5,942
+38
| +0.6% | +$2.78K | 0.1% | 194 |
|
|
2015
Q3 | $472K | Buy |
5,904
+1
| +0% | +$80 | 0.12% | 180 |
|
|
2015
Q2 | $532K | Hold |
5,903
| – | – | 0.14% | 175 |
|
|
2015
Q1 | $465K | Buy |
5,903
+1
| +0% | +$79 | 0.12% | 191 |
|
|
2014
Q4 | $430K | Sell |
5,902
-83
| -1% | -$6.05K | 0.11% | 194 |
|
|
2014
Q3 | $431K | Sell |
5,985
-106
| -2% | -$7.63K | 0.13% | 180 |
|
|
2014
Q2 | $495K | Sell |
6,091
-695
| -10% | -$56.5K | 0.15% | 160 |
|
|
2014
Q1 | $512K | Buy |
6,786
+1
| +0% | +$75 | 0.17% | 136 |
|
|
2013
Q4 | $513K | Sell |
6,785
-430
| -6% | -$32.5K | 0.17% | 129 |
|
|
2013
Q3 | $515 | Buy |
7,215
+115
| +2% | +$8 | 0.16% | 126 |
|
|
2013
Q2 | $492K | Buy |
+7,100
| New | +$492K | 0.17% | 132 |
|