Reilly Financial Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $239K | Buy |
1,720
+25
| +1% | +$3.47K | 0.02% | 191 |
|
|
2021
Q3 | $207K | Hold |
1,695
| – | – | 0.02% | 195 |
|
|
2021
Q2 | $195K | Hold |
1,695
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $183K | Hold |
1,695
| – | – | 0.02% | 203 |
|
|
2020
Q4 | $184K | Hold |
1,695
| – | – | 0.02% | 197 |
|
|
2020
Q3 | $155K | Hold |
1,695
| – | – | 0.02% | 197 |
|
|
2020
Q2 | $147K | Buy |
1,695
+1,215
| +253% | +$105K | 0.02% | 197 |
|
|
2020
Q1 | $33K | Hold |
480
| – | – | ﹤0.01% | 356 |
|
|
2019
Q4 | $48K | Hold |
480
| – | – | 0.01% | 340 |
|
|
2019
Q3 | $54K | Hold |
480
| – | – | 0.01% | 336 |
|
|
2019
Q2 | $53K | Sell |
480
-5
| -1% | -$552 | 0.01% | 351 |
|
|
2019
Q1 | $48K | Buy |
485
+5
| +1% | +$495 | 0.01% | 364 |
|
|
2018
Q4 | $44K | Buy |
480
+200
| +71% | +$18.3K | 0.01% | 354 |
|
|
2018
Q3 | $25K | Hold |
280
| – | – | ﹤0.01% | 505 |
|
|
2018
Q2 | $22K | Hold |
280
| – | – | ﹤0.01% | 477 |
|
|
2018
Q1 | $24K | Sell |
280
-311
| -53% | -$26.7K | ﹤0.01% | 442 |
|
|
2017
Q4 | $48K | Hold |
591
| – | – | 0.01% | 338 |
|
|
2017
Q3 | $44K | Sell |
591
-280
| -32% | -$20.8K | 0.01% | 335 |
|
|
2017
Q2 | $64K | Buy |
871
+400
| +85% | +$29.4K | 0.01% | 273 |
|
|
2017
Q1 | $30K | Hold |
471
| – | – | ﹤0.01% | 396 |
|
|
2016
Q4 | $30K | Buy |
471
+111
| +31% | +$7.07K | 0.01% | 372 |
|
|
2016
Q3 | $23K | Sell |
360
-242
| -40% | -$15.5K | ﹤0.01% | 394 |
|
|
2016
Q2 | $36K | Buy |
+602
| New | +$36K | 0.01% | 298 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 1110 |
|
|
2015
Q4 | – | Sell |
-223
| Closed | -$13K | – | 1139 |
|
|
2015
Q3 | $13K | Hold |
223
| – | – | ﹤0.01% | 717 |
|
|
2015
Q2 | $14K | Sell |
223
-173
| -44% | -$10.9K | ﹤0.01% | 773 |
|
|
2015
Q1 | $22K | Buy |
+396
| New | +$22K | ﹤0.01% | 645 |
|
|
2013
Q4 | – | Sell |
-401
| Closed | -$20K | – | 868 |
|
|
2013
Q3 | $20K | Sell |
401
-167
| -29% | -$8.33K | 0.01% | 351 |
|
|
2013
Q2 | $29K | Buy |
+568
| New | +$29K | 0.01% | 293 |
|