MBM Wealth Consultants’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-763
| Closed | -$101K | – | 281 |
|
|
2023
Q1 | $101K | Hold |
763
| – | – | 0.04% | 127 |
|
|
2022
Q4 | $97K | Hold |
763
| – | – | 0.04% | 133 |
|
|
2022
Q3 | $83K | Hold |
763
| – | – | 0.04% | 128 |
|
|
2022
Q2 | $87K | Hold |
763
| – | – | 0.04% | 116 |
|
|
2022
Q1 | $90K | Hold |
763
| – | – | 0.04% | 135 |
|
|
2021
Q4 | $106K | Hold |
763
| – | – | 0.04% | 121 |
|
|
2021
Q3 | $93K | Hold |
763
| – | – | 0.04% | 133 |
|
|
2021
Q2 | $88K | Hold |
763
| – | – | 0.04% | 126 |
|
|
2021
Q1 | $83K | Hold |
763
| – | – | 0.04% | 120 |
|
|
2020
Q4 | $83K | Sell |
763
-456
| -37% | -$49.6K | 0.05% | 115 |
|
|
2020
Q3 | $111K | Hold |
1,219
| – | – | 0.07% | 98 |
|
|
2020
Q2 | $106K | Hold |
1,219
| – | – | 0.07% | 88 |
|
|
2020
Q1 | $84K | Hold |
1,219
| – | – | 0.07% | 93 |
|
|
2019
Q4 | $123K | Sell |
1,219
-20
| -2% | -$2.02K | 0.09% | 91 |
|
|
2019
Q3 | $141K | Hold |
1,239
| – | – | 0.11% | 86 |
|
|
2019
Q2 | $137K | Hold |
1,239
| – | – | 0.11% | 87 |
|
|
2019
Q1 | $124K | Hold |
1,239
| – | – | 0.11% | 88 |
|
|
2018
Q4 | $114K | Buy |
+1,239
| New | +$114K | 0.11% | 93 |
|