AWAG
ARS Wealth Advisors Group’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
1,857
+421
| +29% | +$62.4K | 0.03% | 140 |
|
|
2025
Q1 | $226K | Buy |
+1,436
| New | +$226K | 0.03% | 144 |
|
|
2024
Q4 | – | Sell |
-1,434
| Closed | -$200K | – | 181 |
|
|
2024
Q3 | $200K | Buy |
+1,434
| New | +$200K | 0.02% | 168 |
|
|
2024
Q1 | – | Sell |
-1,682
| Closed | -$220K | – | 170 |
|
|
2023
Q4 | $220K | Sell |
1,682
-299
| -15% | -$39.1K | 0.03% | 144 |
|
|
2023
Q3 | $247K | Buy |
1,981
+1
| +0.1% | +$125 | 0.04% | 127 |
|
|
2023
Q2 | $274K | Hold |
1,980
| – | – | 0.04% | 123 |
|
|
2023
Q1 | $262K | Buy |
1,980
+101
| +5% | +$13.3K | 0.05% | 107 |
|
|
2022
Q4 | $241K | Buy |
+1,879
| New | +$241K | 0.04% | 121 |
|
|
2022
Q3 | – | Sell |
-1,878
| Closed | -$213K | – | 170 |
|
|
2022
Q2 | $213K | Buy |
+1,878
| New | +$213K | 0.03% | 147 |
|