Investment Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $297K | Sell |
2,001
-1,231
| -38% | -$182K | 0.11% | 130 |
|
2025
Q1 | $509K | Buy |
3,232
+1
| +0% | +$157 | 0.21% | 97 |
|
2024
Q4 | $433K | Buy |
3,231
+72
| +2% | +$9.66K | 0.18% | 104 |
|
2024
Q3 | $441K | Buy |
3,159
+1
| +0% | +$140 | 0.18% | 100 |
|
2024
Q2 | $418K | Hold |
3,158
| – | – | 0.19% | 97 |
|
2024
Q1 | $438K | Buy |
3,158
+1
| +0% | +$139 | 0.2% | 97 |
|
2023
Q4 | $413K | Hold |
3,157
| – | – | 0.2% | 99 |
|
2023
Q3 | $394K | Hold |
3,157
| – | – | 0.21% | 99 |
|
2023
Q2 | $437K | Buy |
3,157
+1
| +0% | +$139 | 0.23% | 93 |
|
2023
Q1 | $417K | Hold |
3,156
| – | – | 0.22% | 100 |
|
2022
Q4 | $404K | Sell |
3,156
-1,219
| -28% | -$156K | 0.21% | 98 |
|
2022
Q3 | $465K | Buy |
4,375
+1,220
| +39% | +$130K | 0.14% | 142 |
|
2022
Q2 | $358K | Buy |
3,155
+1
| +0% | +$113 | 0.17% | 107 |
|
2022
Q1 | $374K | Hold |
3,154
| – | – | 0.16% | 111 |
|
2021
Q4 | $438K | Buy |
3,154
+1
| +0% | +$139 | 0.18% | 101 |
|
2021
Q3 | $386K | Hold |
3,153
| – | – | 0.18% | 104 |
|
2021
Q2 | $363K | Hold |
3,153
| – | – | 0.17% | 113 |
|
2021
Q1 | $341K | Buy |
3,153
+1
| +0% | +$108 | 0.17% | 105 |
|
2020
Q4 | $342K | Hold |
3,152
| – | – | 0.18% | 94 |
|
2020
Q3 | $288K | Buy |
3,152
+1
| +0% | +$91 | 0.17% | 98 |
|
2020
Q2 | $274K | Buy |
3,151
+114
| +4% | +$9.91K | 0.16% | 102 |
|
2020
Q1 | $208K | Buy |
3,037
+87
| +3% | +$5.96K | 0.15% | 115 |
|
2019
Q4 | $297K | Hold |
2,950
| – | – | 0.2% | 111 |
|
2019
Q3 | $335K | Sell |
2,950
-26
| -0.9% | -$2.95K | 0.24% | 91 |
|
2019
Q2 | $329K | Hold |
2,976
| – | – | 0.24% | 93 |
|
2019
Q1 | $297K | Buy |
2,976
+27
| +0.9% | +$2.7K | 0.21% | 99 |
|
2018
Q4 | $271K | Buy |
+2,949
| New | +$271K | 0.23% | 93 |
|
2018
Q3 | – | Sell |
-2,948
| Closed | -$231K | – | 170 |
|
2018
Q2 | $231K | Hold |
2,948
| – | – | 0.17% | 129 |
|
2018
Q1 | $251K | Buy |
2,948
+1
| +0% | +$85 | 0.19% | 125 |
|
2017
Q4 | $241K | Hold |
2,947
| – | – | 0.18% | 127 |
|
2017
Q3 | $217K | Buy |
2,947
+1
| +0% | +$74 | 0.19% | 111 |
|
2017
Q2 | $217K | Buy |
+2,946
| New | +$217K | 0.2% | 109 |
|
2016
Q4 | – | Sell |
-5,067
| Closed | -$331K | – | 179 |
|
2016
Q3 | $331K | Buy |
5,067
+972
| +24% | +$63.5K | 0.19% | 124 |
|
2016
Q2 | $244K | Sell |
4,095
-1,248
| -23% | -$74.4K | 0.24% | 95 |
|
2016
Q1 | $280K | Buy |
5,343
+1,249
| +31% | +$65.5K | 0.18% | 128 |
|
2015
Q4 | $214K | Hold |
4,094
| – | – | 0.26% | 89 |
|
2015
Q3 | $235K | Buy |
4,094
+2
| +0% | +$115 | 0.31% | 82 |
|
2015
Q2 | $265K | Hold |
4,092
| – | – | 0.32% | 82 |
|
2015
Q1 | $232K | Buy |
4,092
+1
| +0% | +$57 | 0.26% | 87 |
|
2014
Q4 | $214K | Buy |
+4,091
| New | +$214K | 0.25% | 87 |
|