HM Payson & Co’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $283K | Buy |
1,818
+40
| +2% | +$6.33K | ﹤0.01% | 378 |
|
|
2025
Q4 | $269K | Hold |
1,778
| – | – | ﹤0.01% | 373 |
|
|
2025
Q3 | $270K | Hold |
1,778
| – | – | ﹤0.01% | 376 |
|
|
2025
Q2 | $263K | Hold |
1,778
| – | – | ﹤0.01% | 370 |
|
|
2025
Q1 | $280K | Sell |
1,778
-75
| -4% | -$10.8K | ﹤0.01% | 360 |
|
|
2024
Q4 | $249K | Buy |
1,853
+628
| +51% | +$84.9K | ﹤0.01% | 374 |
|
|
2024
Q3 | $171K | Buy |
1,225
+7
| +0.6% | +$931 | ﹤0.01% | 443 |
|
|
2024
Q2 | $161K | Sell |
1,218
-110
| -8% | -$15.1K | ﹤0.01% | 434 |
|
|
2024
Q1 | $184K | Buy |
1,328
+110
| +9% | +$14.7K | ﹤0.01% | 424 |
|
|
2023
Q4 | $159K | Sell |
1,218
-40
| -3% | -$4.99K | ﹤0.01% | 420 |
|
|
2023
Q3 | $157K | Buy |
1,258
+400
| +47% | +$52.6K | ﹤0.01% | 415 |
|
|
2023
Q2 | $119K | Hold |
858
| – | – | ﹤0.01% | 450 |
|
|
2023
Q1 | $113K | Sell |
858
-14
| -2% | -$1.8K | ﹤0.01% | 455 |
|
|
2022
Q4 | $112K | Buy |
872
+14
| +2% | +$1.7K | ﹤0.01% | 450 |
|
|
2022
Q3 | $91K | Sell |
858
-2
| -0.2% | -$232 | ﹤0.01% | 483 |
|
|
2022
Q2 | $98K | Buy |
860
+2
| +0.2% | +$233 | ﹤0.01% | 475 |
|
|
2022
Q1 | $102K | Sell |
858
-160
| -16% | -$19.7K | ﹤0.01% | 491 |
|
|
2021
Q4 | $141K | Sell |
1,018
-17
| -2% | -$2.17K | ﹤0.01% | 446 |
|
|
2021
Q3 | $127K | Hold |
1,035
| – | – | ﹤0.01% | 450 |
|
|
2021
Q2 | $119K | Sell |
1,035
-632
| -38% | -$74.5K | ﹤0.01% | 452 |
|
|
2021
Q1 | $180K | Buy |
1,667
+450
| +37% | +$47.6K | ﹤0.01% | 407 |
|
|
2020
Q4 | $132K | Sell |
1,217
-32
| -3% | -$3.27K | ﹤0.01% | 447 |
|
|
2020
Q3 | $114K | Buy |
1,249
+417
| +50% | +$38.4K | ﹤0.01% | 440 |
|
|
2020
Q2 | $72K | Buy |
832
+149
| +22% | +$12.7K | ﹤0.01% | 469 |
|
|
2020
Q1 | $47K | Sell |
683
-102
| -13% | -$9.52K | ﹤0.01% | 512 |
|
|
2019
Q4 | $79K | Sell |
785
-100
| -11% | -$10.4K | ﹤0.01% | 510 |
|
|
2019
Q3 | $100K | Sell |
885
-200
| -18% | -$22.9K | ﹤0.01% | 475 |
|
|
2019
Q2 | $120K | Buy |
+1,085
| New | +$113K | ﹤0.01% | 471 |
|
|
2019
Q1 | – | Sell |
-35
| Closed | -$3K | – | 279 |
|
|
2018
Q4 | $3K | Buy |
+35
| New | +$3.13K | 0.01% | 125 |
|
|
2016
Q4 | – | Sell |
-3,624
| Closed | -$237K | – | 339 |
|
|
2016
Q3 | $237K | Sell |
3,624
-1,391
| -28% | -$88.8K | 0.01% | 287 |
|
|
2016
Q2 | $298K | Buy |
5,015
+140
| +3% | +$8.25K | 0.01% | 262 |
|
|
2016
Q1 | $287K | Sell |
4,875
-841
| -15% | -$44.1K | 0.01% | 262 |
|
|
2015
Q4 | $300K | Buy |
5,716
+1,914
| +50% | +$100K | 0.02% | 256 |
|
|
2015
Q3 | $219K | Sell |
3,802
-83
| -2% | -$5.02K | 0.01% | 273 |
|
|
2015
Q2 | $252K | Buy |
3,885
+71
| +2% | +$4.5K | 0.01% | 270 |
|
|
2015
Q1 | $216K | Sell |
3,814
-551
| -13% | -$30.1K | 0.01% | 280 |
|
|
2014
Q4 | $229K | Buy |
4,365
+353
| +9% | +$18.4K | 0.01% | 280 |
|
|
2014
Q3 | $208K | Buy |
+4,012
| New | +$213K | 0.01% | 285 |
|
Other funds holding YUM
VCM
VPM
