Simon Quick Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $564K | Buy |
3,806
+1,290
| +51% | +$191K | 0.02% | 398 |
|
2025
Q1 | $396K | Buy |
+2,516
| New | +$396K | 0.02% | 354 |
|
2022
Q2 | – | Sell |
-500
| Closed | -$59K | – | 408 |
|
2022
Q1 | $59K | Hold |
500
| – | – | 0.02% | 194 |
|
2021
Q4 | $69K | Sell |
500
-55
| -10% | -$7.59K | 0.02% | 200 |
|
2021
Q3 | $67K | Sell |
555
-338
| -38% | -$40.8K | 0.02% | 212 |
|
2021
Q2 | $102K | Buy |
893
+2
| +0.2% | +$228 | 0.03% | 148 |
|
2021
Q1 | $96K | Sell |
891
-81
| -8% | -$8.73K | 0.03% | 151 |
|
2020
Q4 | $106K | Sell |
972
-41
| -4% | -$4.47K | 0.03% | 137 |
|
2020
Q3 | $93K | Buy |
1,013
+1
| +0.1% | +$92 | 0.03% | 138 |
|
2020
Q2 | $88K | Buy |
1,012
+386
| +62% | +$33.6K | 0.03% | 138 |
|
2020
Q1 | $43K | Sell |
626
-32
| -5% | -$2.2K | 0.02% | 202 |
|
2019
Q4 | $66K | Hold |
658
| – | – | 0.02% | 189 |
|
2019
Q3 | $75K | Buy |
658
+500
| +316% | +$57K | 0.03% | 139 |
|
2019
Q2 | $17.5K | Sell |
158
-500
| -76% | -$55.3K | 0.01% | 186 |
|
2019
Q1 | $66K | Hold |
658
| – | – | 0.03% | 164 |
|
2018
Q4 | $60K | Sell |
658
-41
| -6% | -$3.74K | 0.02% | 170 |
|
2018
Q3 | $64K | Hold |
699
| – | – | 0.03% | 152 |
|
2018
Q2 | $54K | Sell |
699
-500
| -42% | -$38.6K | 0.02% | 173 |
|
2018
Q1 | $102K | Buy |
1,199
+500
| +72% | +$42.5K | 0.04% | 136 |
|
2017
Q4 | $59K | Sell |
699
-194
| -22% | -$16.4K | 0.03% | 212 |
|
2017
Q3 | $66K | Buy |
893
+500
| +127% | +$37K | 0.02% | 235 |
|
2017
Q2 | $29K | Hold |
393
| – | – | 0.02% | 157 |
|
2017
Q1 | $25K | Buy |
+393
| New | +$25K | 0.01% | 199 |
|