LA
Legacy Advisors’s Yum! Brands YUM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-1,371
| Closed | -$216K | – | 424 |
|
2025
Q1 | $216K | Buy |
+1,371
| New | +$216K | 0.02% | 396 |
|
2020
Q2 | – | Sell |
-3,108
| Closed | -$213K | – | 112 |
|
2020
Q1 | $213K | Hold |
3,108
| – | – | 0.21% | 87 |
|
2019
Q4 | $313K | Hold |
3,108
| – | – | 0.2% | 102 |
|
2019
Q3 | $353K | Hold |
3,108
| – | – | 0.26% | 74 |
|
2019
Q2 | $344K | Sell |
3,108
-3,108
| -50% | -$344K | 0.23% | 81 |
|
2019
Q1 | $620K | Buy |
6,216
+3,108
| +100% | +$310K | 0.2% | 89 |
|
2018
Q4 | $286K | Hold |
3,108
| – | – | 0.22% | 91 |
|
2018
Q3 | $283K | Hold |
3,108
| – | – | 0.14% | 117 |
|
2018
Q2 | $243K | Buy |
3,108
+2,708
| +677% | +$212K | 0.18% | 84 |
|
2018
Q1 | $34K | Hold |
400
| – | – | 0.03% | 181 |
|
2017
Q4 | $32K | Hold |
400
| – | – | 0.03% | 153 |
|
2017
Q3 | $29K | Hold |
400
| – | – | 0.03% | 139 |
|
2017
Q2 | $29K | Hold |
400
| – | – | 0.04% | 124 |
|
2017
Q1 | $25K | Hold |
400
| – | – | 0.03% | 121 |
|
2016
Q4 | $25K | Buy |
+400
| New | +$25K | 0.03% | 136 |
|