Welch & Forbes’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,772
| Closed | -$221K | – | 374 |
|
|
2023
Q3 | $221K | Sell |
1,772
-542
| -23% | -$67.7K | ﹤0.01% | 352 |
|
|
2023
Q2 | $321K | Sell |
2,314
-2
| -0.1% | -$277 | 0.01% | 327 |
|
|
2023
Q1 | $306K | Buy |
2,316
+12
| +0.5% | +$1.59K | 0.01% | 327 |
|
|
2022
Q4 | $295K | Sell |
2,304
-15
| -0.6% | -$1.92K | 0.01% | 331 |
|
|
2022
Q3 | $247K | Sell |
2,319
-15
| -0.6% | -$1.6K | ﹤0.01% | 344 |
|
|
2022
Q2 | $265K | Buy |
2,334
+450
| +24% | +$51.1K | ﹤0.01% | 346 |
|
|
2022
Q1 | $223K | Sell |
1,884
-223
| -11% | -$26.4K | ﹤0.01% | 364 |
|
|
2021
Q4 | $293K | Buy |
2,107
+119
| +6% | +$16.5K | ﹤0.01% | 342 |
|
|
2021
Q3 | $243K | Sell |
1,988
-543
| -21% | -$66.4K | ﹤0.01% | 364 |
|
|
2021
Q2 | $291K | Sell |
2,531
-15
| -0.6% | -$1.73K | ﹤0.01% | 352 |
|
|
2021
Q1 | $275K | Buy |
2,546
+60
| +2% | +$6.48K | 0.01% | 348 |
|
|
2020
Q4 | $270K | Hold |
2,486
| – | – | 0.01% | 349 |
|
|
2020
Q3 | $227K | Hold |
2,486
| – | – | ﹤0.01% | 330 |
|
|
2020
Q2 | $216K | Buy |
+2,486
| New | +$216K | 0.01% | 337 |
|
|
2020
Q1 | – | Sell |
-2,653
| Closed | -$267K | – | 359 |
|
|
2019
Q4 | $267K | Buy |
2,653
+228
| +9% | +$22.9K | 0.01% | 318 |
|
|
2019
Q3 | $275K | Hold |
2,425
| – | – | 0.01% | 317 |
|
|
2019
Q2 | $268K | Buy |
+2,425
| New | +$268K | 0.01% | 310 |
|
|
2014
Q1 | – | Sell |
-5,058
| Closed | -$275K | – | 342 |
|
|
2013
Q4 | $275K | Sell |
5,058
-1,069
| -17% | -$58.1K | 0.01% | 289 |
|
|
2013
Q3 | $314K | Buy |
+6,127
| New | +$314K | 0.01% | 290 |
|