Liberty Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-554
| Closed | -$68K | – | 1139 |
|
2021
Q3 | $68K | Buy |
554
+20
| +4% | +$2.46K | 0.02% | 366 |
|
2021
Q2 | $61K | Buy |
534
+4
| +0.8% | +$457 | 0.02% | 284 |
|
2021
Q1 | $54K | Hold |
530
| – | – | 0.03% | 272 |
|
2020
Q4 | $54K | Buy |
530
+298
| +128% | +$30.4K | 0.03% | 269 |
|
2020
Q3 | $21K | Buy |
232
+1
| +0.4% | +$91 | 0.01% | 395 |
|
2020
Q2 | $20K | Buy |
231
+1
| +0.4% | +$87 | 0.01% | 382 |
|
2020
Q1 | $16K | Hold |
230
| – | – | 0.01% | 395 |
|
2019
Q4 | $23K | Sell |
230
-157
| -41% | -$15.7K | 0.02% | 396 |
|
2019
Q3 | $44K | Buy |
387
+1
| +0.3% | +$114 | 0.04% | 249 |
|
2019
Q2 | $43K | Buy |
386
+290
| +302% | +$32.3K | 0.04% | 273 |
|
2019
Q1 | $9K | Hold |
96
| – | – | 0.01% | 461 |
|
2018
Q4 | $8K | Buy |
+96
| New | +$8K | 0.01% | 473 |
|