HM Payson & Co’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
$280K Sell
1,778
-75
-4% -$11.8K ﹤0.01% 359
2024
Q4
$249K Buy
1,853
+628
+51% +$84.3K ﹤0.01% 374
2024
Q3
$171K Buy
1,225
+7
+0.6% +$978 ﹤0.01% 443
2024
Q2
$161K Sell
1,218
-110
-8% -$14.6K ﹤0.01% 434
2024
Q1
$184K Buy
1,328
+110
+9% +$15.3K ﹤0.01% 424
2023
Q4
$159K Sell
1,218
-40
-3% -$5.23K ﹤0.01% 420
2023
Q3
$157K Buy
1,258
+400
+47% +$50K ﹤0.01% 415
2023
Q2
$119K Hold
858
﹤0.01% 450
2023
Q1
$113K Sell
858
-14
-2% -$1.85K ﹤0.01% 455
2022
Q4
$112K Buy
872
+14
+2% +$1.79K ﹤0.01% 450
2022
Q3
$91K Sell
858
-2
-0.2% -$212 ﹤0.01% 483
2022
Q2
$98K Buy
860
+2
+0.2% +$228 ﹤0.01% 475
2022
Q1
$102K Sell
858
-160
-16% -$19K ﹤0.01% 491
2021
Q4
$141K Sell
1,018
-17
-2% -$2.36K ﹤0.01% 446
2021
Q3
$127K Hold
1,035
﹤0.01% 450
2021
Q2
$119K Sell
1,035
-632
-38% -$72.7K ﹤0.01% 452
2021
Q1
$180K Buy
1,667
+450
+37% +$48.6K ﹤0.01% 407
2020
Q4
$132K Sell
1,217
-32
-3% -$3.47K ﹤0.01% 447
2020
Q3
$114K Buy
1,249
+417
+50% +$38.1K ﹤0.01% 440
2020
Q2
$72K Buy
832
+149
+22% +$12.9K ﹤0.01% 469
2020
Q1
$47K Sell
683
-102
-13% -$7.02K ﹤0.01% 512
2019
Q4
$79K Sell
785
-100
-11% -$10.1K ﹤0.01% 510
2019
Q3
$100K Sell
885
-200
-18% -$22.6K ﹤0.01% 475
2019
Q2
$120K Buy
+1,085
New +$120K ﹤0.01% 471
2019
Q1
Sell
-35
Closed -$3K 279
2018
Q4
$3K Buy
+35
New +$3K 0.01% 125
2016
Q4
Sell
-3,624
Closed -$237K 339
2016
Q3
$237K Sell
3,624
-1,391
-28% -$91K 0.01% 287
2016
Q2
$298K Buy
5,015
+140
+3% +$8.32K 0.01% 262
2016
Q1
$287K Sell
4,875
-841
-15% -$49.5K 0.01% 262
2015
Q4
$300K Buy
5,716
+1,914
+50% +$100K 0.02% 256
2015
Q3
$219K Sell
3,802
-83
-2% -$4.78K 0.01% 273
2015
Q2
$252K Buy
3,885
+71
+2% +$4.61K 0.01% 270
2015
Q1
$216K Sell
3,814
-551
-13% -$31.2K 0.01% 280
2014
Q4
$229K Buy
4,365
+353
+9% +$18.5K 0.01% 280
2014
Q3
$208K Buy
+4,012
New +$208K 0.01% 285