HAG
HighPoint Advisor Group’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Buy |
9,285
+1,508
| +19% | +$223K | 0.07% | 206 |
|
|
2025
Q1 | $1.15M | Sell |
7,777
-7,878
| -50% | -$1.16M | 0.07% | 220 |
|
|
2024
Q4 | $2.23M | Buy |
15,655
+7,729
| +98% | +$1.1M | 0.12% | 138 |
|
|
2024
Q3 | $1.11M | Sell |
7,926
-359
| -4% | -$50.2K | 0.06% | 220 |
|
|
2024
Q2 | $1.1M | Buy |
8,285
+1,241
| +18% | +$164K | 0.07% | 217 |
|
|
2024
Q1 | $961K | Buy |
7,044
+477
| +7% | +$65.1K | 0.07% | 228 |
|
|
2023
Q4 | $884K | Buy |
+6,567
| New | +$884K | 0.06% | 237 |
|
|
2022
Q2 | $697K | Buy |
+5,963
| New | +$697K | 0.08% | 209 |
|
|
2021
Q3 | $667K | Sell |
5,450
-117
| -2% | -$14.3K | 0.07% | 250 |
|
|
2021
Q2 | $640K | Buy |
5,567
+326
| +6% | +$37.5K | 0.06% | 256 |
|
|
2021
Q1 | $603K | Buy |
5,241
+137
| +3% | +$15.8K | 0.07% | 231 |
|
|
2020
Q4 | $526K | Buy |
5,104
+336
| +7% | +$34.6K | 0.06% | 245 |
|
|
2020
Q3 | $480K | Sell |
4,768
-310
| -6% | -$31.2K | 0.09% | 195 |
|
|
2020
Q2 | $439K | Sell |
5,078
-30
| -0.6% | -$2.59K | 0.09% | 182 |
|
|
2020
Q1 | $438K | Sell |
5,108
-394
| -7% | -$33.8K | 0.1% | 166 |
|
|
2019
Q4 | $580K | Buy |
5,502
+144
| +3% | +$15.2K | 0.12% | 155 |
|
|
2019
Q3 | $530K | Buy |
5,358
+122
| +2% | +$12.1K | 0.12% | 146 |
|
|
2019
Q2 | $593K | Buy |
+5,236
| New | +$593K | 0.14% | 130 |
|
|
2018
Q4 | – | Sell |
-5,448
| Closed | -$487K | – | 359 |
|
|
2018
Q3 | $487K | Buy |
+5,448
| New | +$487K | 0.13% | 162 |
|
|
2018
Q2 | – | Sell |
-4,392
| Closed | -$305K | – | 346 |
|
|
2018
Q1 | $305K | Sell |
4,392
-2,652
| -38% | -$184K | 0.08% | 235 |
|
|
2017
Q4 | $548K | Buy |
7,044
+579
| +9% | +$45K | 0.16% | 151 |
|
|
2017
Q3 | $512K | Sell |
6,465
-70
| -1% | -$5.54K | 0.16% | 156 |
|
|
2017
Q2 | $490K | Hold |
6,535
| – | – | 0.16% | 162 |
|
|
2017
Q1 | $490K | Buy |
6,535
+71
| +1% | +$5.32K | 0.16% | 162 |
|
|
2016
Q4 | $393K | Hold |
6,464
| – | – | 0.13% | 188 |
|
|
2016
Q3 | $393K | Sell |
6,464
-34
| -0.5% | -$2.07K | 0.14% | 182 |
|
|
2016
Q2 | $579K | Buy |
6,498
+2,892
| +80% | +$258K | 0.2% | 125 |
|
|
2016
Q1 | $292K | Buy |
3,606
+97
| +3% | +$7.86K | 0.18% | 139 |
|
|
2015
Q4 | $242K | Buy |
+3,509
| New | +$242K | 0.16% | 159 |
|