Meristem Family Wealth’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 | $252K | Sell |
2,123
-616
| -22% | -$73.1K | 0.03% | 291 |
|
|
2021
Q4 | $380K | Hold |
2,739
| – | – | 0.03% | 268 |
|
|
2021
Q3 | $335K | Buy |
+2,739
| New | +$335K | 0.03% | 292 |
|
|
2019
Q4 | – | Sell |
-1,804
| Closed | -$205K | – | 209 |
|
|
2019
Q3 | $205K | Sell |
1,804
-574
| -24% | -$65.2K | 0.06% | 185 |
|
|
2019
Q2 | $263K | Buy |
+2,378
| New | +$263K | 0.08% | 130 |
|
|
2016
Q2 | – | Sell |
-3,991
| Closed | -$235K | – | 113 |
|
|
2016
Q1 | $235K | Hold |
3,991
| – | – | 0.1% | 100 |
|
|
2015
Q4 | $210K | Buy |
+3,991
| New | +$210K | 0.08% | 106 |
|
|
2015
Q3 | – | Sell |
-3,991
| Closed | -$258K | – | 110 |
|
|
2015
Q2 | $258K | Sell |
3,991
-348
| -8% | -$22.5K | 0.11% | 89 |
|
|
2015
Q1 | $246K | Hold |
4,339
| – | – | 0.1% | 98 |
|
|
2014
Q4 | $227K | Hold |
4,339
| – | – | 0.08% | 101 |
|
|
2014
Q3 | $225K | Sell |
4,339
-486
| -10% | -$25.2K | 0.1% | 101 |
|
|
2014
Q2 | $282K | Buy |
4,825
+69
| +1% | +$4.03K | 0.12% | 82 |
|
|
2014
Q1 | $258K | Hold |
4,756
| – | – | 0.11% | 90 |
|
|
2013
Q4 | $259K | Hold |
4,756
| – | – | 0.11% | 101 |
|
|
2013
Q3 | $244K | Sell |
4,756
-597
| -11% | -$30.6K | 0.11% | 94 |
|
|
2013
Q2 | $267K | Buy |
+5,353
| New | +$267K | 0.12% | 84 |
|