Pathstone Family Office’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $4.51M | Buy |
35,005
+10,403
| +42% | +$1.34M | 0.03% | 289 |
|
|
2023
Q2 | $3.59M | Sell |
24,602
-839
| -3% | -$122K | 0.05% | 212 |
|
|
2023
Q1 | $3.45M | Sell |
25,441
-43,797
| -63% | -$5.94M | 0.06% | 194 |
|
|
2022
Q4 | $7.18M | Buy |
69,238
+8,088
| +13% | +$838K | 0.06% | 213 |
|
|
2022
Q3 | $6.73M | Buy |
61,150
+36,459
| +148% | +$4.01M | 0.06% | 180 |
|
|
2022
Q2 | $2.8M | Buy |
24,691
+2,083
| +9% | +$236K | 0.06% | 164 |
|
|
2022
Q1 | $2.81M | Buy |
22,608
+4,749
| +27% | +$590K | 0.07% | 141 |
|
|
2021
Q4 | $2.48M | Sell |
17,859
-2,239
| -11% | -$311K | 0.06% | 155 |
|
|
2021
Q3 | $2.46M | Buy |
20,098
+6,983
| +53% | +$854K | 0.07% | 138 |
|
|
2021
Q2 | $1.51M | Buy |
13,115
+77
| +0.6% | +$8.85K | 0.05% | 196 |
|
|
2021
Q1 | $1.41M | Buy |
13,038
+8,843
| +211% | +$956K | 0.05% | 163 |
|
|
2020
Q4 | $456K | Buy |
4,195
+4,180
| +27,867% | +$454K | 0.02% | 180 |
|
|
2020
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 770 |
|
|
2020
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 692 |
|
|
2020
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 741 |
|
|
2019
Q4 | – | Sell |
-11
| Closed | -$1K | – | 638 |
|
|
2019
Q3 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 598 |
|
|
2019
Q2 | – | Sell |
-11
| Closed | -$1K | – | 920 |
|
|
2019
Q1 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 867 |
|
|
2017
Q2 | – | Sell |
-10
| Closed | -$1K | – | 657 |
|
|
2017
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 536 |
|
|
2013
Q4 | – | Sell |
-51
| Closed | -$3K | – | 332 |
|
|
2013
Q3 | $3K | Sell |
51
-451
| -90% | -$26.5K | 0.01% | 265 |
|
|
2013
Q2 | $25K | Buy |
+502
| New | +$25K | 0.03% | 176 |
|