Sonora 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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | $208K | Hold |
1,703
| – | – | 0.03% | 201 |
|
2021
Q2 | $196K | Hold |
1,703
| – | – | 0.03% | 193 |
|
2021
Q1 | $184K | Hold |
1,703
| – | – | 0.01% | 302 |
|
2020
Q4 | $185K | Sell |
1,703
-50
| -3% | -$5.43K | 0.02% | 309 |
|
2020
Q3 | $160K | Hold |
1,753
| – | – | 0.01% | 294 |
|
2020
Q2 | $152K | Buy |
1,753
+253
| +17% | +$21.9K | 0.02% | 271 |
|
2020
Q1 | $103K | Hold |
1,500
| – | – | 0.01% | 316 |
|
2019
Q4 | $151K | Hold |
1,500
| – | – | 0.01% | 280 |
|
2019
Q3 | $170K | Hold |
1,500
| – | – | 0.02% | 257 |
|
2019
Q2 | $166K | Sell |
1,500
-460
| -23% | -$50.9K | 0.02% | 257 |
|
2019
Q1 | $196K | Buy |
1,960
+400
| +26% | +$40K | 0.02% | 235 |
|
2018
Q4 | $143K | Sell |
1,560
-68
| -4% | -$6.23K | 0.02% | 244 |
|
2018
Q3 | $148K | Buy |
1,628
+375
| +30% | +$34.1K | 0.02% | 240 |
|
2018
Q2 | $98K | Buy |
1,253
+753
| +151% | +$58.9K | 0.02% | 282 |
|
2018
Q1 | $42.6K | Hold |
500
| – | – | 0.01% | 420 |
|
2017
Q4 | $40.8K | Hold |
500
| – | – | 0.01% | 432 |
|
2017
Q3 | $36.8K | Hold |
500
| – | – | 0.01% | 394 |
|
2017
Q2 | $36.9K | Hold |
500
| – | – | 0.01% | 378 |
|
2017
Q1 | $32K | Hold |
500
| – | – | 0.01% | 393 |
|
2016
Q4 | $31.7K | Sell |
500
-196
| -28% | -$12.4K | 0.01% | 351 |
|
2016
Q3 | $45.4K | Hold |
696
| – | – | 0.01% | 310 |
|
2016
Q2 | $41.5K | Hold |
696
| – | – | 0.01% | 289 |
|
2016
Q1 | $40.7K | Hold |
696
| – | – | 0.01% | 310 |
|
2015
Q4 | $37K | Sell |
696
-22
| -3% | -$1.17K | 0.01% | 270 |
|
2015
Q3 | $41K | Buy |
+718
| New | +$41K | 0.01% | 238 |
|