Avior Wealth Management’s Yum! Brands YUM Stock Holding History

Avior Wealth Management’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$484K	Buy	3,267 +890	+37%	+$132K	0.02%	435
2025 Q1	$374K	Sell	2,377 -852	-26%	-$134K	0.01%	490
2024 Q4	$433K	Sell	3,229 -104	-3%	-$14K	0.02%	487
2024 Q3	$466K	Buy	3,333 +1	+0%	+$140	0.02%	467
2024 Q2	$441K	Sell	3,332 -108	-3%	-$14.3K	0.02%	464
2024 Q1	$477K	Sell	3,440 -70	-2%	-$9.71K	0.02%	465
2023 Q4	$459K	Sell	3,510 -65	-2%	-$8.49K	0.03%	365
2023 Q3	$447K	Hold	3,575	–	–	0.03%	353
2023 Q2	$495K	Buy	3,575 +63	+2%	+$8.73K	0.03%	340
2023 Q1	$464K	Hold	3,512	–	–	0.03%	366
2022 Q4	$450K	Hold	3,512	–	–	0.03%	327
2022 Q3	$372K	Hold	3,512	–	–	0.03%	337
2022 Q2	$398K	Sell	3,512 -100	-3%	-$11.3K	0.04%	298
2022 Q1	$428K	Sell	3,612 -357	-9%	-$42.3K	0.04%	326
2021 Q4	$550K	Sell	3,969 -11	-0.3%	-$1.52K	0.05%	314
2021 Q3	$485K	Hold	3,980	–	–	0.04%	321
2021 Q2	$457K	Sell	3,980 -650	-14%	-$74.6K	0.05%	317
2021 Q1	$500K	Sell	4,630 -163	-3%	-$17.6K	0.05%	295
2020 Q4	$519K	Buy	4,793 +382	+9%	+$41.4K	0.06%	258
2020 Q3	$401K	Hold	4,411	–	–	0.06%	284
2020 Q2	$382K	Hold	4,411	–	–	0.06%	287
2020 Q1	$301K	Buy	4,411 +19	+0.4%	+$1.3K	0.06%	271
2019 Q4	$442K	Hold	4,392	–	–	0.07%	250
2019 Q3	$498K	Hold	4,392	–	–	0.09%	219
2019 Q2	$486K	Hold	4,392	–	–	0.09%	213
2019 Q1	$438K	Hold	4,392	–	–	0.09%	221
2018 Q4	$403K	Hold	4,392	–	–	0.1%	201
2018 Q3	$399K	Hold	4,392	–	–	0.09%	220
2018 Q2	$344K	Sell	4,392 -8	-0.2%	-$627	0.08%	226
2018 Q1	$375K	Sell	4,400 -1,086	-20%	-$92.6K	0.09%	203
2017 Q4	$448K	Buy	+5,486	New	+$448K	0.1%	189
2016 Q1	–	Sell	-111	Closed	-$6K	–	515
2015 Q4	$6K	Hold	111	–	–	﹤0.01%	355
2015 Q3	$6K	Hold	111	–	–	﹤0.01%	317
2015 Q2	$7K	Buy	+111	New	+$7K	0.01%	296
2014 Q3	–	Sell	-221	Closed	-$13K	–	336
2014 Q2	$13K	Sell	221 -10	-4%	-$588	0.01%	223
2014 Q1	$13K	Buy	+231	New	+$13K	0.01%	216