Lenox Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $8K | Hold |
103
| – | – | ﹤0.01% | 474 |
|
|
2020
Q1 | $7K | Buy |
103
+73
| +243% | +$6.81K | ﹤0.01% | 445 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 616 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 603 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 576 |
|
|
2019
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 586 |
|
|
2018
Q4 | $3K | Sell |
30
-40
| -57% | -$3.58K | ﹤0.01% | 526 |
|
|
2018
Q3 | $6K | Hold |
70
| – | – | ﹤0.01% | 487 |
|
|
2018
Q2 | $5K | Hold |
70
| – | – | ﹤0.01% | 438 |
|
|
2018
Q1 | $5K | Buy |
70
+30
| +75% | +$2.46K | ﹤0.01% | 407 |
|
|
2017
Q4 | $3K | Sell |
40
-199
| -83% | -$15.7K | ﹤0.01% | 450 |
|
|
2017
Q3 | $17K | Hold |
239
| – | – | 0.01% | 338 |
|
|
2017
Q2 | $18K | Hold |
239
| – | – | 0.01% | 325 |
|
|
2017
Q1 | $15K | Hold |
239
| – | – | 0.01% | 151 |
|
|
2016
Q4 | $15K | Sell |
239
-95
| -28% | -$5.97K | 0.01% | 152 |
|
|
2016
Q3 | $22K | Hold |
334
| – | – | 0.02% | 139 |
|
|
2016
Q2 | $20K | Buy |
334
+278
| +496% | +$16.4K | 0.01% | 144 |
|
|
2016
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 217 |
|
|
2015
Q4 | $3K | Hold |
56
| – | – | ﹤0.01% | 221 |
|
|
2015
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 134 |
|
|
2015
Q2 | $4K | Hold |
56
| – | – | ﹤0.01% | 138 |
|
|
2015
Q1 | $3K | Sell |
56
-55
| -50% | -$3K | ﹤0.01% | 143 |
|
|
2014
Q4 | $5K | Buy |
111
+55
| +98% | +$2.86K | ﹤0.01% | 143 |
|
|
2014
Q3 | $3K | Hold |
56
| – | – | ﹤0.01% | 146 |
|
|
2014
Q2 | $3K | Hold |
56
| – | – | ﹤0.01% | 153 |
|
|
2014
Q1 | $3K | Hold |
56
| – | – | ﹤0.01% | 169 |
|
|
2013
Q4 | $3K | Buy |
+56
| New | +$2.88K | ﹤0.01% | 171 |
|
Other funds holding YUM
MAM
SGA
