Montgomery Investment Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-7,511
| Closed | -$486K | – | 84 |
|
|
2015
Q2 | $486K | Hold |
7,511
| – | – | 0.25% | 61 |
|
|
2015
Q1 | $425K | Hold |
7,511
| – | – | 0.21% | 62 |
|
|
2014
Q4 | $394K | Buy |
7,511
+3,477
| +86% | +$182K | 0.19% | 66 |
|
|
2014
Q3 | $209K | Hold |
4,034
| – | – | 0.14% | 67 |
|
|
2014
Q2 | $235K | Sell |
4,034
-62
| -2% | -$3.61K | 0.18% | 63 |
|
|
2014
Q1 | $222K | Hold |
4,096
| – | – | 0.18% | 62 |
|
|
2013
Q4 | $223K | Sell |
4,096
-64
| -2% | -$3.48K | 0.18% | 63 |
|
|
2013
Q3 | $214K | Hold |
4,160
| – | – | 0.12% | 76 |
|
|
2013
Q2 | $207K | Buy |
+4,160
| New | +$207K | 0.11% | 77 |
|