Windsor Wealth Management’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 | $273K | Hold |
2,185
| – | – | 0.05% | 128 |
|
|
2023
Q2 | $303K | Sell |
2,185
-72
| -3% | -$9.98K | 0.05% | 126 |
|
|
2023
Q1 | $296K | Sell |
2,257
-72
| -3% | -$9.44K | 0.06% | 128 |
|
|
2022
Q4 | $303K | Hold |
2,329
| – | – | 0.06% | 123 |
|
|
2022
Q3 | $254K | Sell |
2,329
-52
| -2% | -$5.67K | 0.06% | 124 |
|
|
2022
Q2 | $278K | Sell |
2,381
-2,399
| -50% | -$280K | 0.07% | 124 |
|
|
2022
Q1 | $613K | Buy |
4,780
+2,388
| +100% | +$306K | 0.11% | 137 |
|
|
2021
Q4 | $328K | Buy |
2,392
+11
| +0.5% | +$1.51K | 0.06% | 182 |
|
|
2021
Q3 | $294K | Hold |
2,381
| – | – | 0.06% | 178 |
|
|
2021
Q2 | $274K | Hold |
2,381
| – | – | 0.06% | 184 |
|
|
2021
Q1 | $258K | Hold |
2,381
| – | – | 0.06% | 179 |
|
|
2020
Q4 | $258K | Hold |
2,381
| – | – | 0.07% | 174 |
|
|
2020
Q3 | $236K | Hold |
2,381
| – | – | 0.07% | 175 |
|
|
2020
Q2 | $207K | Buy |
+2,381
| New | +$207K | 0.07% | 180 |
|
|
2020
Q1 | – | Sell |
-2,392
| Closed | -$241K | – | 197 |
|
|
2019
Q4 | $241K | Sell |
2,392
-13
| -0.5% | -$1.31K | 0.09% | 172 |
|
|
2019
Q3 | $271K | Sell |
2,405
-46
| -2% | -$5.18K | 0.12% | 153 |
|
|
2019
Q2 | $268K | Buy |
2,451
+204
| +9% | +$22.3K | 0.12% | 154 |
|
|
2019
Q1 | $224K | Buy |
2,247
+59
| +3% | +$5.88K | 0.13% | 139 |
|
|
2018
Q4 | $201K | Sell |
2,188
-54
| -2% | -$4.96K | 0.14% | 128 |
|
|
2018
Q3 | $204K | Buy |
+2,242
| New | +$204K | 0.13% | 129 |
|