B. Riley Wealth Advisors’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 | $254K | Buy |
+1,717
| New | +$254K | 0.01% | 763 |
|
|
2024
Q4 | $320K | Buy |
2,384
+405
| +20% | +$54.3K | 0.01% | 848 |
|
|
2024
Q3 | $276K | Sell |
1,979
-1,300
| -40% | -$181K | 0.01% | 999 |
|
|
2024
Q2 | $434K | Sell |
3,279
-567
| -15% | -$75.1K | 0.01% | 877 |
|
|
2024
Q1 | $481K | Buy |
3,846
+332
| +9% | +$41.5K | 0.01% | 813 |
|
|
2023
Q4 | $459K | Sell |
3,514
-332
| -9% | -$43.4K | 0.01% | 855 |
|
|
2023
Q3 | $481K | Buy |
3,846
+184
| +5% | +$23K | 0.01% | 813 |
|
|
2023
Q2 | $507K | Sell |
3,662
-39
| -1% | -$5.4K | 0.01% | 846 |
|
|
2023
Q1 | $489K | Sell |
3,701
-1,298
| -26% | -$171K | 0.01% | 810 |
|
|
2022
Q4 | $640K | Sell |
4,999
-345
| -6% | -$44.2K | 0.02% | 695 |
|
|
2022
Q3 | $569K | Sell |
5,344
-418
| -7% | -$44.5K | 0.02% | 696 |
|
|
2022
Q2 | $654K | Buy |
5,762
+80
| +1% | +$9.08K | 0.03% | 561 |
|
|
2022
Q1 | $674K | Buy |
5,682
+234
| +4% | +$27.8K | 0.02% | 602 |
|
|
2021
Q4 | $757K | Buy |
5,448
+171
| +3% | +$23.8K | 0.02% | 627 |
|
|
2021
Q3 | $639K | Buy |
5,277
+300
| +6% | +$36.3K | 0.02% | 680 |
|
|
2021
Q2 | $567K | Sell |
4,977
-835
| -14% | -$95.1K | 0.02% | 708 |
|
|
2021
Q1 | $630K | Buy |
5,812
+1,585
| +37% | +$172K | 0.02% | 626 |
|
|
2020
Q4 | $459K | Sell |
4,227
-431
| -9% | -$46.8K | 0.02% | 564 |
|
|
2020
Q3 | $420K | Buy |
4,658
+804
| +21% | +$72.5K | 0.02% | 599 |
|
|
2020
Q2 | $336K | Buy |
+3,854
| New | +$336K | 0.02% | 593 |
|
|
2019
Q4 | – | Sell |
-1,774
| Closed | -$202K | – | 913 |
|
|
2019
Q3 | $202K | Buy |
+1,774
| New | +$202K | 0.02% | 731 |
|
|
2018
Q4 | – | Sell |
-2,492
| Closed | -$228K | – | 746 |
|
|
2018
Q3 | $228K | Buy |
+2,492
| New | +$228K | 0.03% | 603 |
|
|
2018
Q2 | – | Sell |
-2,523
| Closed | -$216K | – | 736 |
|
|
2018
Q1 | $216K | Sell |
2,523
-52
| -2% | -$4.45K | 0.03% | 560 |
|
|
2017
Q4 | $211K | Buy |
+2,575
| New | +$211K | 0.03% | 564 |
|
|
2017
Q1 | – | Sell |
-3,702
| Closed | -$235K | – | 565 |
|
|
2016
Q4 | $235K | Sell |
3,702
-1,731
| -32% | -$110K | 0.05% | 410 |
|
|
2016
Q3 | $355K | Sell |
5,433
-14
| -0.3% | -$915 | 0.07% | 352 |
|
|
2016
Q2 | $325K | Sell |
5,447
-6
| -0.1% | -$358 | 0.07% | 373 |
|
|
2016
Q1 | $321K | Buy |
5,453
+1,555
| +40% | +$91.5K | 0.07% | 330 |
|
|
2015
Q4 | $205K | Buy |
+3,898
| New | +$205K | 0.04% | 484 |
|
|
2015
Q1 | – | Sell |
-1,875
| Closed | -$98 | – | 2020 |
|
|
2014
Q4 | $98 | Buy |
+1,875
| New | +$98 | ﹤0.01% | 1757 |
|
|
2014
Q3 | – | Sell |
-2,116
| Closed | -$123K | – | 1926 |
|
|
2014
Q2 | $123K | Sell |
2,116
-4,605
| -69% | -$269K | 0.03% | 637 |
|
|
2014
Q1 | $364K | Buy |
6,721
+2,458
| +58% | +$133K | 0.11% | 217 |
|
|
2013
Q4 | $232K | Buy |
4,263
+856
| +25% | +$46.6K | 0.07% | 303 |
|
|
2013
Q3 | $175K | Sell |
3,407
-130
| -4% | -$6.68K | 0.06% | 383 |
|
|
2013
Q2 | $176K | Buy |
+3,537
| New | +$176K | 0.06% | 382 |
|