Gideon Capital Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-4,656
| Closed | -$515K | – | 418 |
|
|
2019
Q2 | $515K | Sell |
4,656
-1,004
| -18% | -$111K | 0.18% | 174 |
|
|
2019
Q1 | $565K | Buy |
+5,660
| New | +$565K | 0.2% | 146 |
|
|
2018
Q3 | – | Sell |
-5,512
| Closed | -$431K | – | 513 |
|
|
2018
Q2 | $431K | Buy |
+5,512
| New | +$431K | 0.22% | 175 |
|
|
2017
Q2 | – | Sell |
-5,012
| Closed | -$320K | – | 423 |
|
|
2017
Q1 | $320K | Buy |
+5,012
| New | +$320K | 0.19% | 229 |
|
|
2015
Q3 | – | Sell |
-32,665
| Closed | -$2.12M | – | 341 |
|
|
2015
Q2 | $2.12M | Buy |
+32,665
| New | +$2.12M | 0.87% | 24 |
|
|
2015
Q1 | – | Sell |
-6,520
| Closed | -$341K | – | 316 |
|
|
2014
Q4 | $341K | Buy |
6,520
+1,649
| +34% | +$86.2K | 0.16% | 155 |
|
|
2014
Q3 | $252K | Buy |
+4,871
| New | +$252K | 0.1% | 225 |
|