West Coast Financial’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | – | Sell |
-2,564
| Closed | -$403K | – | 161 |
|
2025
Q1 | $403K | Hold |
2,564
| – | – | 0.05% | 113 |
|
2024
Q4 | $344K | Hold |
2,564
| – | – | 0.04% | 126 |
|
2024
Q3 | $358K | Hold |
2,564
| – | – | 0.04% | 126 |
|
2024
Q2 | $340K | Hold |
2,564
| – | – | 0.04% | 123 |
|
2024
Q1 | $355K | Buy |
2,564
+29
| +1% | +$4.02K | 0.04% | 120 |
|
2023
Q4 | $331K | Hold |
2,535
| – | – | 0.04% | 117 |
|
2023
Q3 | $317K | Hold |
2,535
| – | – | 0.05% | 112 |
|
2023
Q2 | $351K | Hold |
2,535
| – | – | 0.05% | 113 |
|
2023
Q1 | $335K | Hold |
2,535
| – | – | 0.05% | 104 |
|
2022
Q4 | $325K | Hold |
2,535
| – | – | 0.06% | 101 |
|
2022
Q3 | $270K | Sell |
2,535
-45
| -2% | -$4.79K | 0.05% | 103 |
|
2022
Q2 | $293K | Hold |
2,580
| – | – | 0.05% | 98 |
|
2022
Q1 | $306K | Hold |
2,580
| – | – | 0.05% | 102 |
|
2021
Q4 | $358K | Hold |
2,580
| – | – | 0.05% | 105 |
|
2021
Q3 | $316K | Hold |
2,580
| – | – | 0.05% | 106 |
|
2021
Q2 | $297K | Hold |
2,580
| – | – | 0.05% | 111 |
|
2021
Q1 | $279K | Hold |
2,580
| – | – | 0.05% | 107 |
|
2020
Q4 | $280K | Hold |
2,580
| – | – | 0.05% | 97 |
|
2020
Q3 | $236K | Hold |
2,580
| – | – | 0.05% | 101 |
|
2020
Q2 | $224K | Buy |
+2,580
| New | +$224K | 0.05% | 101 |
|
2020
Q1 | – | Sell |
-2,580
| Closed | -$260K | – | 114 |
|
2019
Q4 | $260K | Sell |
2,580
-45
| -2% | -$4.54K | 0.06% | 97 |
|
2019
Q3 | $298K | Hold |
2,625
| – | – | 0.07% | 95 |
|
2019
Q2 | $291K | Sell |
2,625
-50
| -2% | -$5.54K | 0.07% | 95 |
|
2019
Q1 | $267K | Hold |
2,675
| – | – | 0.06% | 104 |
|
2018
Q4 | $246K | Sell |
2,675
-511
| -16% | -$47K | 0.07% | 100 |
|
2018
Q3 | $290K | Sell |
3,186
-134
| -4% | -$12.2K | 0.07% | 113 |
|
2018
Q2 | $260K | Sell |
3,320
-40
| -1% | -$3.13K | 0.07% | 95 |
|
2018
Q1 | $286K | Sell |
3,360
-230
| -6% | -$19.6K | 0.08% | 92 |
|
2017
Q4 | $293K | Sell |
3,590
-591
| -14% | -$48.2K | 0.08% | 95 |
|
2017
Q3 | $308K | Buy |
4,181
+191
| +5% | +$14.1K | 0.08% | 114 |
|
2017
Q2 | $294K | Sell |
3,990
-271
| -6% | -$20K | 0.09% | 97 |
|
2017
Q1 | $272K | Hold |
4,261
| – | – | 0.09% | 104 |
|
2016
Q4 | $270K | Sell |
4,261
-1,423
| -25% | -$90.2K | 0.09% | 109 |
|
2016
Q3 | $371K | Buy |
+5,684
| New | +$371K | 0.12% | 100 |
|