Homrich & Berg’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $612K | Buy |
5,002
+1,680
| +51% | +$206K | 0.01% | 275 |
|
|
2021
Q2 | $382K | Buy |
3,322
+480
| +17% | +$55.2K | 0.01% | 329 |
|
|
2021
Q1 | $307K | Sell |
2,842
-80
| -3% | -$8.64K | 0.01% | 334 |
|
|
2020
Q4 | $317K | Buy |
+2,922
| New | +$317K | 0.01% | 313 |
|
|
2016
Q4 | – | Sell |
-3,747
| Closed | -$245K | – | 285 |
|
|
2016
Q3 | $245K | Buy |
3,747
+182
| +5% | +$11.9K | 0.02% | 242 |
|
|
2016
Q2 | $213K | Buy |
+3,565
| New | +$213K | 0.02% | 250 |
|
|
2015
Q3 | – | Sell |
-4,229
| Closed | -$274K | – | 281 |
|
|
2015
Q2 | $274K | Sell |
4,229
-587
| -12% | -$38K | 0.03% | 212 |
|
|
2015
Q1 | $273K | Hold |
4,816
| – | – | 0.03% | 201 |
|
|
2014
Q4 | $252K | Buy |
4,816
+167
| +4% | +$8.74K | 0.03% | 199 |
|
|
2014
Q3 | $241K | Buy |
4,649
+530
| +13% | +$27.5K | 0.02% | 215 |
|
|
2014
Q2 | $240K | Buy |
+4,119
| New | +$240K | 0.03% | 186 |
|