J.P. Morgan Private Wealth Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $36.7M | Buy |
+293,446
| New | +$36.7M | 0.1% | 197 |
|
|
2023
Q2 | – | Sell |
-390,558
| Closed | -$51.6M | – | 1935 |
|
|
2023
Q1 | $51.6M | Buy |
390,558
+275,605
| +240% | +$36.4M | 0.11% | 189 |
|
|
2022
Q4 | $14.7M | Buy |
114,953
+2,592
| +2% | +$332K | 0.03% | 351 |
|
|
2022
Q3 | $11.9M | Buy |
112,361
+18,291
| +19% | +$1.95M | 0.03% | 356 |
|
|
2022
Q2 | $10.7M | Sell |
94,070
-802
| -0.8% | -$91K | 0.03% | 390 |
|
|
2022
Q1 | $11.2M | Buy |
94,872
+5,958
| +7% | +$706K | 0.02% | 410 |
|
|
2021
Q4 | $12.3M | Buy |
88,914
+5,519
| +7% | +$766K | 0.03% | 399 |
|
|
2021
Q3 | $10.2M | Buy |
83,395
+133
| +0.2% | +$16.3K | 0.02% | 420 |
|
|
2021
Q2 | $9.58M | Buy |
83,262
+23,999
| +40% | +$2.76M | 0.02% | 428 |
|
|
2021
Q1 | $6.41M | Sell |
59,263
-18,894
| -24% | -$2.04M | 0.02% | 452 |
|
|
2020
Q4 | $8.49M | Buy |
78,157
+28,194
| +56% | +$3.06M | 0.03% | 386 |
|
|
2020
Q3 | $4.56M | Buy |
49,963
+92
| +0.2% | +$8.4K | 0.02% | 445 |
|
|
2020
Q2 | $4.33M | Sell |
49,871
-3,489
| -7% | -$303K | 0.02% | 395 |
|
|
2020
Q1 | $3.66M | Sell |
53,360
-9,664
| -15% | -$662K | 0.02% | 413 |
|
|
2019
Q4 | $6.35M | Sell |
63,024
-21,779
| -26% | -$2.19M | 0.03% | 379 |
|
|
2019
Q3 | $9.62M | Buy |
84,803
+4,332
| +5% | +$491K | 0.05% | 295 |
|
|
2019
Q2 | $8.91M | Sell |
80,471
-479
| -0.6% | -$53K | 0.05% | 294 |
|
|
2019
Q1 | $8.08M | Buy |
80,950
+6,779
| +9% | +$677K | 0.04% | 316 |
|
|
2018
Q4 | $6.82M | Buy |
74,171
+4,137
| +6% | +$380K | 0.04% | 313 |
|
|
2018
Q3 | $6.37M | Sell |
70,034
-5,812
| -8% | -$528K | 0.03% | 380 |
|
|
2018
Q2 | $5.93M | Buy |
75,846
+24,908
| +49% | +$1.95M | 0.03% | 366 |
|
|
2018
Q1 | $4.34M | Buy |
50,938
+769
| +2% | +$65.5K | 0.03% | 346 |
|
|
2017
Q4 | $4.09M | Sell |
50,169
-525
| -1% | -$42.8K | 0.03% | 357 |
|
|
2017
Q3 | $3.73M | Sell |
50,694
-1,702
| -3% | -$125K | 0.03% | 362 |
|
|
2017
Q2 | $3.87M | Sell |
52,396
-2,770
| -5% | -$204K | 0.03% | 344 |
|
|
2017
Q1 | $3.53M | Buy |
55,166
+2,359
| +4% | +$151K | 0.03% | 360 |
|
|
2016
Q4 | $3.34M | Sell |
52,807
-44,637
| -46% | -$2.83M | 0.03% | 342 |
|
|
2016
Q3 | $6.36M | Sell |
97,444
-2,672
| -3% | -$174K | 0.06% | 249 |
|
|
2016
Q2 | $5.97M | Sell |
100,116
-43,947
| -31% | -$2.62M | 0.06% | 243 |
|
|
2016
Q1 | $8.48M | Sell |
144,063
-16,369
| -10% | -$963K | 0.08% | 191 |
|
|
2015
Q4 | $8.43M | Sell |
160,432
-61,032
| -28% | -$3.21M | 0.09% | 195 |
|
|
2015
Q3 | $12.7M | Sell |
221,464
-11,136
| -5% | -$640K | 0.16% | 142 |
|
|
2015
Q2 | $15.1M | Sell |
232,600
-96,588
| -29% | -$6.26M | 0.17% | 141 |
|
|
2015
Q1 | $18.6M | Buy |
329,188
+3,225
| +1% | +$183K | 0.21% | 122 |
|
|
2014
Q4 | $17.1M | Sell |
325,963
-3,669
| -1% | -$192K | 0.2% | 123 |
|
|
2014
Q3 | $17.1M | Buy |
329,632
+38,262
| +13% | +$1.98M | 0.22% | 121 |
|
|
2014
Q2 | $17M | Buy |
291,370
+11,459
| +4% | +$669K | 0.29% | 100 |
|
|
2014
Q1 | $15.2M | Buy |
279,911
+61,614
| +28% | +$3.34M | 0.28% | 104 |
|
|
2013
Q4 | $11.9M | Buy |
218,297
+37,409
| +21% | +$2.03M | 0.24% | 112 |
|
|
2013
Q3 | $9.28M | Buy |
180,888
+28,304
| +19% | +$1.45M | 0.21% | 127 |
|
|
2013
Q2 | $7.61M | Buy |
+152,584
| New | +$7.61M | 0.19% | 132 |
|