Lenox 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $101K | Buy |
846
+467
| +123% | +$55.8K | 0.01% | 171 |
|
|
2021
Q4 | $53K | Buy |
379
+355
| +1,479% | +$49.6K | 0.01% | 253 |
|
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 613 |
|
|
2021
Q2 | $3K | Buy |
24
+1
| +4% | +$125 | ﹤0.01% | 624 |
|
|
2021
Q1 | $2K | Sell |
23
-19
| -45% | -$1.65K | ﹤0.01% | 635 |
|
|
2020
Q4 | $5K | Buy |
+42
| New | +$5K | ﹤0.01% | 516 |
|
|
2020
Q2 | – | Sell |
-44
| Closed | -$3K | – | 813 |
|
|
2020
Q1 | $3K | Hold |
44
| – | – | ﹤0.01% | 543 |
|
|
2019
Q4 | $4K | Buy |
+44
| New | +$4K | ﹤0.01% | 522 |
|
|
2018
Q2 | – | Sell |
-400
| Closed | -$34K | – | 656 |
|
|
2018
Q1 | $34K | Buy |
+400
| New | +$34K | 0.01% | 207 |
|
|
2016
Q2 | – | Sell |
-24
| Closed | -$1K | – | 267 |
|
|
2016
Q1 | $1K | Hold |
24
| – | – | ﹤0.01% | 242 |
|
|
2015
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 440 |
|
|
2015
Q3 | $1K | Buy |
24
+9
| +60% | +$375 | ﹤0.01% | 390 |
|
|
2015
Q2 | $1K | Sell |
15
-820
| -98% | -$54.7K | ﹤0.01% | 288 |
|
|
2015
Q1 | $47K | Hold |
835
| – | – | 0.02% | 85 |
|
|
2014
Q4 | $44K | Hold |
835
| – | – | 0.02% | 93 |
|
|
2014
Q3 | $43K | Hold |
835
| – | – | 0.02% | 91 |
|
|
2014
Q2 | $49K | Hold |
835
| – | – | 0.02% | 62 |
|
|
2014
Q1 | $46K | Buy |
+835
| New | +$46K | 0.03% | 59 |
|