Heron Financial Group’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $494K | Buy |
3,565
+132
| +4% | +$18.3K | 0.27% | 85 |
|
|
2023
Q1 | $453K | Buy |
+3,433
| New | +$453K | 0.25% | 85 |
|
|
2022
Q4 | – | Sell |
-3,258
| Closed | -$346K | – | 143 |
|
|
2022
Q3 | $346K | Buy |
3,258
+20
| +0.6% | +$2.12K | 0.21% | 89 |
|
|
2022
Q2 | $368K | Buy |
3,238
+55
| +2% | +$6.25K | 0.22% | 90 |
|
|
2022
Q1 | $377K | Sell |
3,183
-56
| -2% | -$6.63K | 0.2% | 95 |
|
|
2021
Q4 | $400K | Sell |
3,239
-13
| -0.4% | -$1.61K | 0.22% | 94 |
|
|
2021
Q3 | $398K | Buy |
3,252
+410
| +14% | +$50.2K | 0.22% | 93 |
|
|
2021
Q2 | $327K | Buy |
2,842
+660
| +30% | +$75.9K | 0.19% | 103 |
|
|
2021
Q1 | $240K | Hold |
2,182
| – | – | 0.15% | 122 |
|
|
2020
Q4 | $230K | Buy |
2,182
+22
| +1% | +$2.32K | 0.16% | 126 |
|
|
2020
Q3 | $203K | Buy |
+2,160
| New | +$203K | 0.16% | 121 |
|
|
2020
Q1 | – | Sell |
-2,326
| Closed | -$242K | – | 132 |
|
|
2019
Q4 | $242K | Buy |
+2,326
| New | +$242K | 0.2% | 111 |
|