Essex Savings Bank’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,808
| Closed | -$243K | – | 310 |
|
|
2024
Q4 | $243K | Buy |
+1,808
| New | +$243K | 0.06% | 245 |
|
|
2022
Q2 | – | Sell |
-2,228
| Closed | -$264K | – | 230 |
|
|
2022
Q1 | $264K | Sell |
2,228
-10
| -0.4% | -$1.19K | 0.09% | 187 |
|
|
2021
Q4 | $310K | Hold |
2,238
| – | – | 0.11% | 164 |
|
|
2021
Q3 | $293K | Buy |
2,238
+190
| +9% | +$24.9K | 0.11% | 169 |
|
|
2021
Q2 | $246K | Hold |
2,048
| – | – | 0.1% | 185 |
|
|
2021
Q1 | $212K | Hold |
2,048
| – | – | 0.09% | 190 |
|
|
2020
Q4 | $222K | Buy |
+2,048
| New | +$222K | 0.1% | 183 |
|
|
2020
Q1 | – | Sell |
-2,110
| Closed | -$213K | – | 175 |
|
|
2019
Q4 | $213K | Sell |
2,110
-400
| -16% | -$40.4K | 0.11% | 166 |
|
|
2019
Q3 | $284K | Sell |
2,510
-542
| -18% | -$61.3K | 0.15% | 132 |
|
|
2019
Q2 | $338K | Buy |
3,052
+2,510
| +463% | +$278K | 0.12% | 157 |
|
|
2019
Q1 | $54K | Hold |
542
| – | – | 0.03% | 283 |
|
|
2018
Q4 | $50K | Buy |
+542
| New | +$50K | 0.03% | 289 |
|