Patriot Financial Group Insurance Agency’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-755
| Closed | -$86K | – | 1986 |
|
|
2022
Q2 | $86K | Hold |
755
| – | – | 0.02% | 585 |
|
|
2022
Q1 | $89K | Sell |
755
-443
| -37% | -$52.2K | 0.02% | 619 |
|
|
2021
Q4 | $166K | Buy |
1,198
+1
| +0.1% | +$139 | 0.03% | 506 |
|
|
2021
Q3 | $146K | Buy |
1,197
+2
| +0.2% | +$244 | 0.03% | 535 |
|
|
2021
Q2 | $138K | Buy |
1,195
+51
| +4% | +$5.89K | 0.03% | 535 |
|
|
2021
Q1 | $124K | Sell |
1,144
-256
| -18% | -$27.7K | 0.03% | 496 |
|
|
2020
Q4 | $152K | Buy |
1,400
+379
| +37% | +$41.1K | 0.04% | 403 |
|
|
2020
Q3 | $93K | Sell |
1,021
-45
| -4% | -$4.1K | 0.03% | 407 |
|
|
2020
Q2 | $93K | Sell |
1,066
-354
| -25% | -$30.9K | 0.04% | 362 |
|
|
2020
Q1 | $97K | Buy |
1,420
+1,032
| +266% | +$70.5K | 0.04% | 324 |
|
|
2019
Q4 | $39K | Sell |
388
-4,043
| -91% | -$406K | 0.01% | 524 |
|
|
2019
Q3 | $503K | Buy |
4,431
+93
| +2% | +$10.6K | 0.23% | 84 |
|
|
2019
Q2 | $481K | Buy |
4,338
+517
| +14% | +$57.3K | 0.21% | 81 |
|
|
2019
Q1 | $381K | Hold |
3,821
| – | – | 0.2% | 88 |
|
|
2018
Q4 | $351K | Sell |
3,821
-303
| -7% | -$27.8K | 0.23% | 71 |
|
|
2018
Q3 | $375K | Buy |
4,124
+3,224
| +358% | +$293K | 0.22% | 69 |
|
|
2018
Q2 | $70K | Sell |
900
-3,064
| -77% | -$238K | 0.07% | 154 |
|
|
2018
Q1 | $332K | Buy |
3,964
+230
| +6% | +$19.3K | 0.25% | 91 |
|
|
2017
Q4 | $310K | Buy |
3,734
+11
| +0.3% | +$913 | 0.23% | 88 |
|
|
2017
Q3 | $283K | Buy |
3,723
+511
| +16% | +$38.8K | 0.25% | 80 |
|
|
2017
Q2 | $236K | Buy |
3,212
+530
| +20% | +$38.9K | 0.25% | 80 |
|
|
2017
Q1 | $171K | Buy |
2,682
+320
| +14% | +$20.4K | 0.18% | 100 |
|
|
2016
Q4 | $153K | Buy |
+2,362
| New | +$153K | 0.21% | 102 |
|