MinichMacGregor Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,252
| Closed | -$160K | – | 679 |
|
|
2022
Q4 | $160K | Buy |
+1,252
| New | +$160K | 0.06% | 91 |
|
|
2018
Q4 | – | Sell |
-45
| Closed | -$4K | – | 540 |
|
|
2018
Q3 | $4K | Hold |
45
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $3K | Sell |
45
-122
| -73% | -$8.13K | ﹤0.01% | 430 |
|
|
2018
Q1 | $14K | Sell |
167
-1
| -0.6% | -$84 | 0.01% | 258 |
|
|
2017
Q4 | $13K | Hold |
168
| – | – | 0.01% | 270 |
|
|
2017
Q3 | $12K | Hold |
168
| – | – | 0.01% | 258 |
|
|
2017
Q2 | $12K | Hold |
168
| – | – | 0.01% | 251 |
|
|
2017
Q1 | $10K | Buy |
168
+2
| +1% | +$119 | 0.01% | 281 |
|
|
2016
Q4 | $10K | Sell |
166
-65
| -28% | -$3.92K | 0.01% | 266 |
|
|
2016
Q3 | $15K | Sell |
231
-4
| -2% | -$260 | 0.01% | 214 |
|
|
2016
Q2 | $14K | Hold |
235
| – | – | 0.01% | 215 |
|
|
2016
Q1 | $13K | Sell |
235
-189
| -45% | -$10.5K | 0.01% | 214 |
|
|
2015
Q4 | $27K | Buy |
+424
| New | +$27K | 0.03% | 144 |
|