Wealthspire Advisors (Maryland)’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $248K | Sell |
2,715
-613
| -18% | -$56K | 0.01% | 394 |
|
|
2020
Q2 | $289K | Buy |
+3,328
| New | +$289K | 0.02% | 347 |
|
|
2020
Q1 | – | Sell |
-3,590
| Closed | -$362K | – | 516 |
|
|
2019
Q4 | $362K | Sell |
3,590
-230
| -6% | -$23.2K | 0.02% | 332 |
|
|
2019
Q3 | $433K | Sell |
3,820
-6
| -0.2% | -$680 | 0.03% | 277 |
|
|
2019
Q2 | $423K | Sell |
3,826
-8
| -0.2% | -$884 | 0.03% | 283 |
|
|
2019
Q1 | $383K | Buy |
3,834
+119
| +3% | +$11.9K | 0.03% | 296 |
|
|
2018
Q4 | $341K | Buy |
3,715
+145
| +4% | +$13.3K | 0.03% | 294 |
|
|
2018
Q3 | $325K | Buy |
3,570
+39
| +1% | +$3.55K | 0.03% | 338 |
|
|
2018
Q2 | $276K | Buy |
3,531
+125
| +4% | +$9.77K | 0.03% | 384 |
|
|
2018
Q1 | $290K | Sell |
3,406
-107
| -3% | -$9.11K | 0.03% | 368 |
|
|
2017
Q4 | $287K | Buy |
3,513
+232
| +7% | +$19K | 0.03% | 379 |
|
|
2017
Q3 | $242K | Buy |
3,281
+588
| +22% | +$43.4K | 0.03% | 414 |
|
|
2017
Q2 | $199K | Buy |
2,693
+662
| +33% | +$48.9K | 0.02% | 451 |
|
|
2017
Q1 | $130K | Buy |
2,031
+114
| +6% | +$7.3K | 0.02% | 509 |
|
|
2016
Q4 | $121K | Sell |
1,917
-473
| -20% | -$29.9K | 0.02% | 520 |
|
|
2016
Q3 | $156K | Buy |
2,390
+39
| +2% | +$2.55K | 0.02% | 452 |
|
|
2016
Q2 | $140K | Buy |
2,351
+10
| +0.4% | +$595 | 0.02% | 465 |
|
|
2016
Q1 | $138K | Sell |
2,341
-1,665
| -42% | -$98.2K | 0.02% | 446 |
|
|
2015
Q4 | $210K | Buy |
+4,006
| New | +$210K | 0.04% | 351 |
|