SWA
Sutton Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $12.1K | Buy |
97
+18
| +23% | +$2.25K | 0.01% | 438 |
|
|
2023
Q2 | $10.9K | Hold |
79
| – | – | 0.01% | 443 |
|
|
2023
Q1 | $10.4K | Sell |
79
-614
| -89% | -$81.1K | 0.01% | 414 |
|
|
2022
Q4 | $88.8K | Sell |
693
-7
| -1% | -$897 | 0.03% | 269 |
|
|
2022
Q3 | $74.4K | Buy |
700
+24
| +4% | +$2.55K | 0.03% | 294 |
|
|
2022
Q2 | $76.7K | Sell |
676
-13
| -2% | -$1.48K | 0.03% | 282 |
|
|
2022
Q1 | $81.7K | Buy |
689
+21
| +3% | +$2.49K | 0.03% | 287 |
|
|
2021
Q4 | $92.8K | Hold |
668
| – | – | 0.03% | 275 |
|
|
2021
Q3 | $81.7K | Buy |
668
+2
| +0.3% | +$245 | 0.03% | 275 |
|
|
2021
Q2 | $76.6K | Hold |
666
| – | – | 0.03% | 295 |
|
|
2021
Q1 | $72K | Sell |
666
-19
| -3% | -$2.06K | 0.03% | 300 |
|
|
2020
Q4 | $74.4K | Buy |
685
+19
| +3% | +$2.06K | 0.03% | 268 |
|
|
2020
Q3 | $60.8K | Hold |
666
| – | – | 0.03% | 270 |
|
|
2020
Q2 | $57.9K | Sell |
666
-9
| -1% | -$782 | 0.03% | 274 |
|
|
2020
Q1 | $46.3K | Buy |
675
+22
| +3% | +$1.51K | 0.03% | 287 |
|
|
2019
Q4 | $65.8K | Hold |
653
| – | – | 0.03% | 260 |
|
|
2019
Q3 | $74.1K | Hold |
653
| – | – | 0.04% | 241 |
|
|
2019
Q2 | $72.3K | Hold |
653
| – | – | 0.04% | 236 |
|
|
2019
Q1 | $65.2K | Buy |
653
+11
| +2% | +$1.1K | 0.04% | 251 |
|
|
2018
Q4 | $59K | Hold |
642
| – | – | 0.04% | 251 |
|
|
2018
Q3 | $58.4K | Hold |
642
| – | – | 0.04% | 259 |
|
|
2018
Q2 | $50.2K | Hold |
642
| – | – | 0.03% | 283 |
|
|
2018
Q1 | $54.7K | Hold |
642
| – | – | 0.04% | 260 |
|
|
2017
Q4 | $52.4K | Hold |
642
| – | – | 0.04% | 263 |
|
|
2017
Q3 | $47.3K | Hold |
642
| – | – | 0.04% | 282 |
|
|
2017
Q2 | $47.4K | Buy |
642
+12
| +2% | +$885 | 0.04% | 273 |
|
|
2017
Q1 | $40.3K | Hold |
630
| – | – | 0.03% | 298 |
|
|
2016
Q4 | $39.9K | Hold |
630
| – | – | 0.04% | 305 |
|
|
2016
Q3 | $57.2K | Hold |
630
| – | – | 0.05% | 233 |
|
|
2016
Q2 | $52.2K | Hold |
630
| – | – | 0.05% | 244 |
|
|
2016
Q1 | $51.6K | Buy |
+630
| New | +$51.6K | 0.05% | 243 |
|