Sterling Investment Advisors (Pennsylvania)’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 |
-304
| Closed | -$35K | – | 541 |
|
|
2022
Q2 | $35K | Hold |
304
| – | – | 0.01% | 263 |
|
|
2022
Q1 | $36K | Sell |
304
-40
| -12% | -$4.74K | 0.01% | 291 |
|
|
2021
Q4 | $48K | Hold |
344
| – | – | 0.01% | 258 |
|
|
2021
Q3 | $42K | Hold |
344
| – | – | 0.01% | 269 |
|
|
2021
Q2 | $40K | Hold |
344
| – | – | 0.01% | 280 |
|
|
2021
Q1 | $37K | Buy |
344
+40
| +13% | +$4.3K | 0.01% | 265 |
|
|
2020
Q4 | $33K | Hold |
304
| – | – | 0.01% | 260 |
|
|
2020
Q3 | $28K | Hold |
304
| – | – | 0.01% | 259 |
|
|
2020
Q2 | $26K | Hold |
304
| – | – | 0.01% | 269 |
|
|
2020
Q1 | $20K | Hold |
304
| – | – | 0.01% | 263 |
|
|
2019
Q4 | $30K | Hold |
304
| – | – | 0.01% | 261 |
|
|
2019
Q3 | $34K | Hold |
304
| – | – | 0.02% | 249 |
|
|
2019
Q2 | $34K | Hold |
304
| – | – | 0.02% | 246 |
|
|
2019
Q1 | $30K | Hold |
304
| – | – | 0.02% | 262 |
|
|
2018
Q4 | $27K | Sell |
304
-45
| -13% | -$4K | 0.02% | 259 |
|
|
2018
Q3 | $32K | Hold |
349
| – | – | 0.02% | 272 |
|
|
2018
Q2 | $27K | Hold |
349
| – | – | 0.02% | 266 |
|
|
2018
Q1 | $30K | Hold |
349
| – | – | 0.02% | 254 |
|
|
2017
Q4 | $28K | Buy |
349
+45
| +15% | +$3.61K | 0.02% | 240 |
|
|
2017
Q3 | $22K | Hold |
304
| – | – | 0.01% | 251 |
|
|
2017
Q2 | $22K | Hold |
304
| – | – | 0.01% | 249 |
|
|
2017
Q1 | $19K | Hold |
304
| – | – | 0.01% | 256 |
|
|
2016
Q4 | $19K | Buy |
+304
| New | +$19K | 0.02% | 225 |
|