WealthPLAN Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-1,073
| Closed | -$149K | – | 1212 |
|
|
2023
Q2 | $149K | Buy |
+1,073
| New | +$149K | 0.02% | 336 |
|
|
2022
Q1 | $211K | Buy |
1,806
+1
| +0.1% | +$117 | 0.01% | 365 |
|
|
2021
Q4 | $226K | Sell |
1,805
-120
| -6% | -$15K | 0.01% | 351 |
|
|
2021
Q3 | $253K | Buy |
1,925
+50
| +3% | +$6.57K | 0.02% | 333 |
|
|
2021
Q2 | $251K | Buy |
+1,875
| New | +$251K | 0.02% | 313 |
|
|
2017
Q2 | – | Sell |
-101
| Closed | -$6.47K | – | 437 |
|
|
2017
Q1 | $6.47K | Buy |
+101
| New | +$6.47K | 0.02% | 316 |
|
|
2016
Q3 | $281K | Buy |
4,327
+2,150
| +99% | +$140K | 0.09% | 120 |
|
|
2016
Q2 | $75.1K | Buy |
+2,177
| New | +$75.1K | 0.01% | 727 |
|
|
2015
Q4 | $61.7K | Buy |
+2,355
| New | +$61.7K | 0.01% | 561 |
|
|
2015
Q2 | $38K | Buy |
584
+50
| +9% | +$3.25K | 0.02% | 201 |
|
|
2015
Q1 | $29K | Buy |
+534
| New | +$29K | 0.01% | 288 |
|