JMFC
J.M. Forbes & Co’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Hold |
3,235
| – | – | 0.04% | 102 |
|
|
2025
Q1 | $509K | Hold |
3,235
| – | – | 0.05% | 99 |
|
|
2024
Q4 | $434K | Hold |
3,235
| – | – | 0.04% | 105 |
|
|
2024
Q3 | $452K | Sell |
3,235
-147
| -4% | -$20.5K | 0.04% | 103 |
|
|
2024
Q2 | $448K | Buy |
3,382
+147
| +5% | +$19.5K | 0.05% | 99 |
|
|
2024
Q1 | $449K | Sell |
3,235
-147
| -4% | -$20.4K | 0.05% | 100 |
|
|
2023
Q4 | $442K | Buy |
3,382
+147
| +5% | +$19.2K | 0.05% | 98 |
|
|
2023
Q3 | $404K | Hold |
3,235
| – | – | 0.05% | 100 |
|
|
2023
Q2 | $448K | Hold |
3,235
| – | – | 0.06% | 100 |
|
|
2023
Q1 | $427K | Hold |
3,235
| – | – | 0.06% | 82 |
|
|
2022
Q4 | $414K | Hold |
3,235
| – | – | 0.06% | 80 |
|
|
2022
Q3 | $344K | Hold |
3,235
| – | – | 0.05% | 87 |
|
|
2022
Q2 | $367K | Hold |
3,235
| – | – | 0.05% | 87 |
|
|
2022
Q1 | $383K | Hold |
3,235
| – | – | 0.05% | 89 |
|
|
2021
Q4 | $449K | Hold |
3,235
| – | – | 0.05% | 87 |
|
|
2021
Q3 | $396K | Hold |
3,235
| – | – | 0.05% | 87 |
|
|
2021
Q2 | $372K | Hold |
3,235
| – | – | 0.05% | 92 |
|
|
2021
Q1 | $350K | Hold |
3,235
| – | – | 0.05% | 86 |
|
|
2020
Q4 | $351K | Hold |
3,235
| – | – | 0.05% | 82 |
|
|
2020
Q3 | $295K | Hold |
3,235
| – | – | 0.05% | 82 |
|
|
2020
Q2 | $281K | Sell |
3,235
-147
| -4% | -$12.8K | 0.05% | 79 |
|
|
2020
Q1 | $232K | Hold |
3,382
| – | – | 0.05% | 79 |
|
|
2019
Q4 | $341K | Buy |
3,382
+147
| +5% | +$14.8K | 0.06% | 89 |
|
|
2019
Q3 | $367K | Hold |
3,235
| – | – | 0.07% | 79 |
|
|
2019
Q2 | $358K | Hold |
3,235
| – | – | 0.07% | 81 |
|
|
2019
Q1 | $323K | Sell |
3,235
-61
| -2% | -$6.09K | 0.07% | 82 |
|
|
2018
Q4 | $303K | Hold |
3,296
| – | – | 0.07% | 82 |
|
|
2018
Q3 | $300K | Sell |
3,296
-147
| -4% | -$13.4K | 0.06% | 88 |
|
|
2018
Q2 | $269K | Buy |
3,443
+147
| +4% | +$11.5K | 0.06% | 90 |
|
|
2018
Q1 | $281K | Sell |
3,296
-447
| -12% | -$38.1K | 0.07% | 90 |
|
|
2017
Q4 | $305K | Buy |
3,743
+508
| +16% | +$41.4K | 0.07% | 89 |
|
|
2017
Q3 | $238K | Hold |
3,235
| – | – | 0.06% | 93 |
|
|
2017
Q2 | $238K | Sell |
3,235
-147
| -4% | -$10.8K | 0.06% | 94 |
|
|
2017
Q1 | $216K | Hold |
3,382
| – | – | 0.06% | 99 |
|
|
2016
Q4 | $214K | Hold |
3,382
| – | – | 0.06% | 92 |
|
|
2016
Q3 | $307K | Buy |
3,382
+147
| +5% | +$13.3K | 0.08% | 78 |
|
|
2016
Q2 | $268K | Sell |
3,235
-120
| -4% | -$9.94K | 0.07% | 82 |
|
|
2016
Q1 | $274K | Sell |
3,355
-507
| -13% | -$41.4K | 0.08% | 77 |
|
|
2015
Q4 | $282K | Buy |
3,862
+147
| +4% | +$10.7K | 0.08% | 73 |
|
|
2015
Q3 | $297K | Hold |
3,715
| – | – | 0.08% | 71 |
|
|
2015
Q2 | $335K | Hold |
3,715
| – | – | 0.09% | 69 |
|
|
2015
Q1 | $292K | Hold |
3,715
| – | – | 0.08% | 78 |
|
|
2014
Q4 | $275K | Hold |
3,715
| – | – | 0.07% | 77 |
|
|
2014
Q3 | $267K | Hold |
3,715
| – | – | 0.07% | 80 |
|
|
2014
Q2 | $301K | Hold |
3,715
| – | – | 0.07% | 76 |
|
|
2014
Q1 | $280K | Hold |
3,715
| – | – | 0.07% | 74 |
|
|
2013
Q4 | $280K | Buy |
3,715
+480
| +15% | +$36.2K | 0.07% | 76 |
|
|
2013
Q3 | $230K | Hold |
3,235
| – | – | 0.07% | 82 |
|
|
2013
Q2 | $224K | Buy |
+3,235
| New | +$224K | 0.07% | 78 |
|