Summit Wealth & Retirement Planning’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-5,987
| Closed | -$650K | – | 125 |
|
|
2020
Q4 | $650K | Hold |
5,987
| – | – | 0.25% | 70 |
|
|
2020
Q3 | $547K | Hold |
5,987
| – | – | 0.23% | 70 |
|
|
2020
Q2 | $520K | Hold |
5,987
| – | – | 0.24% | 73 |
|
|
2020
Q1 | $410K | Hold |
5,987
| – | – | 0.22% | 77 |
|
|
2019
Q4 | $603K | Hold |
5,987
| – | – | 0.27% | 74 |
|
|
2019
Q3 | $679K | Hold |
5,987
| – | – | 0.41% | 57 |
|
|
2019
Q2 | $663K | Hold |
5,987
| – | – | 0.39% | 63 |
|
|
2019
Q1 | $598K | Hold |
5,987
| – | – | 0.36% | 70 |
|
|
2018
Q4 | $550K | Buy |
+5,987
| New | +$550K | 0.42% | 58 |
|