WealthSource Partners’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,767
| Closed | -$221K | – | 521 |
|
|
2023
Q3 | $221K | Sell |
1,767
-52
| -3% | -$6.5K | 0.02% | 458 |
|
|
2023
Q2 | $252K | Hold |
1,819
| – | – | 0.02% | 438 |
|
|
2023
Q1 | $240K | Hold |
1,819
| – | – | 0.02% | 445 |
|
|
2022
Q4 | $233K | Buy |
+1,819
| New | +$233K | 0.02% | 443 |
|
|
2022
Q3 | – | Sell |
-1,852
| Closed | -$210K | – | 557 |
|
|
2022
Q2 | $210K | Sell |
1,852
-467
| -20% | -$53K | 0.02% | 479 |
|
|
2022
Q1 | $275K | Sell |
2,319
-156
| -6% | -$18.5K | 0.02% | 472 |
|
|
2021
Q4 | $344K | Sell |
2,475
-124
| -5% | -$17.2K | 0.03% | 393 |
|
|
2021
Q3 | $318K | Buy |
2,599
+266
| +11% | +$32.5K | 0.03% | 382 |
|
|
2021
Q2 | $268K | Buy |
2,333
+354
| +18% | +$40.7K | 0.02% | 386 |
|
|
2021
Q1 | $214K | Hold |
1,979
| – | – | 0.02% | 400 |
|
|
2020
Q4 | $215K | Buy |
+1,979
| New | +$215K | 0.03% | 349 |
|
|
2020
Q1 | – | Sell |
-2,514
| Closed | -$253K | – | 450 |
|
|
2019
Q4 | $253K | Buy |
2,514
+34
| +1% | +$3.42K | 0.03% | 343 |
|
|
2019
Q3 | $281K | Buy |
2,480
+46
| +2% | +$5.21K | 0.04% | 337 |
|
|
2019
Q2 | $269K | Buy |
+2,434
| New | +$269K | 0.04% | 358 |
|