Bartlett & Co 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
2025
Q2
$5.98M Hold
40,379
0.08% 126
2025
Q1
$6.35M Sell
40,379
-99
-0.2% -$15.6K 0.09% 125
2024
Q4
$5.43M Sell
40,478
-164
-0.4% -$22K 0.08% 133
2024
Q3
$5.68M Buy
40,642
+100
+0.2% +$14K 0.08% 129
2024
Q2
$5.37M Buy
40,542
+200
+0.5% +$26.5K 0.08% 130
2024
Q1
$5.59M Sell
40,342
-656
-2% -$91K 0.09% 134
2023
Q4
$5.35M Sell
40,998
-300
-0.7% -$39.2K 0.09% 134
2023
Q3
$5.16M Hold
41,298
0.09% 131
2023
Q2
$5.72M Buy
41,298
+6,190
+18% +$858K 0.1% 123
2023
Q1
$4.64M Sell
35,108
-98
-0.3% -$12.9K 0.09% 133
2022
Q4
$4.51M Sell
35,206
-238
-0.7% -$30.5K 0.09% 138
2022
Q3
$3.77M Sell
35,444
-16
-0% -$1.7K 0.08% 137
2022
Q2
$4.03M Buy
35,460
+2
+0% +$227 0.08% 137
2022
Q1
$4.2M Hold
35,458
0.07% 138
2021
Q4
$4.92M Buy
35,458
+33,466
+1,680% +$4.65M 0.08% 131
2021
Q3
$244K Sell
1,992
-13
-0.6% -$1.59K ﹤0.01% 324
2021
Q2
$231K Buy
2,005
+2
+0.1% +$230 ﹤0.01% 319
2021
Q1
$217K Buy
2,003
+2
+0.1% +$216 ﹤0.01% 327
2020
Q4
$217K Buy
2,001
+103
+5% +$11.2K ﹤0.01% 322
2020
Q3
$173K Sell
1,898
-198
-9% -$18.1K ﹤0.01% 322
2020
Q2
$182K Buy
2,096
+243
+13% +$21.1K ﹤0.01% 322
2020
Q1
$127K Buy
1,853
+12
+0.7% +$822 ﹤0.01% 340
2019
Q4
$185K Buy
1,841
+1
+0.1% +$101 ﹤0.01% 342
2019
Q3
$209K Buy
1,840
+501
+37% +$56.8K 0.01% 326
2019
Q2
$148K Buy
1,339
+2
+0.1% +$221 0.01% 287
2019
Q1
$133K Sell
1,337
-48
-3% -$4.79K 0.01% 282
2018
Q4
$127K Sell
1,385
-149
-10% -$13.7K 0.01% 289
2018
Q3
$139K Sell
1,534
-298
-16% -$27.1K 0.01% 294
2018
Q2
$143K Buy
1,832
+2
+0.1% +$156 0.01% 287
2018
Q1
$156K Buy
+1,830
New +$156K 0.01% 275