Beaumont Financial Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-1,495
| Closed | -$227K | – | 415 |
|
|
2025
Q3 | $227K | Buy |
1,495
+78
| +6% | +$11.5K | 0.02% | 370 |
|
|
2025
Q2 | $210K | Sell |
1,417
-141
| -9% | -$20.6K | 0.02% | 363 |
|
|
2025
Q1 | $245K | Buy |
1,558
+16
| +1% | +$2.31K | 0.02% | 322 |
|
|
2024
Q4 | $207K | Sell |
1,542
-37
| -2% | -$5K | 0.02% | 357 |
|
|
2024
Q3 | $221K | Sell |
1,579
-1
| -0.1% | -$133 | 0.02% | 327 |
|
|
2024
Q2 | $209K | Buy |
1,580
+41
| +3% | +$5.64K | 0.02% | 344 |
|
|
2024
Q1 | $213K | Buy |
1,539
+2
| +0.1% | +$267 | 0.02% | 343 |
|
|
2023
Q4 | $201K | Buy |
+1,537
| New | +$192K | 0.02% | 327 |
|
|
2023
Q3 | – | Sell |
-1,551
| Closed | -$215K | – | 359 |
|
|
2023
Q2 | $215K | Buy |
1,551
+15
| +1% | +$2.03K | 0.02% | 314 |
|
|
2023
Q1 | $203K | Buy |
+1,536
| New | +$198K | 0.02% | 298 |
|
|
2021
Q4 | – | Sell |
-1,864
| Closed | -$228K | – | 375 |
|
|
2021
Q3 | $228K | Sell |
1,864
-380
| -17% | -$48.2K | 0.02% | 325 |
|
|
2021
Q2 | $258K | Hold |
2,244
| – | – | 0.02% | 318 |
|
|
2021
Q1 | $243K | Sell |
2,244
-91
| -4% | -$9.63K | 0.02% | 307 |
|
|
2020
Q4 | $254K | Buy |
+2,335
| New | +$238K | 0.02% | 292 |
|
|
2020
Q1 | – | Sell |
-2,076
| Closed | -$209K | – | 299 |
|
|
2019
Q4 | $209K | Sell |
2,076
-406
| -16% | -$42.1K | 0.02% | 266 |
|
|
2019
Q3 | $282K | Sell |
2,482
-68
| -3% | -$7.77K | 0.03% | 223 |
|
|
2019
Q2 | $282K | Buy |
2,550
+101
| +4% | +$10.5K | 0.03% | 202 |
|
|
2019
Q1 | $244K | Sell |
2,449
-280
| -10% | -$26.5K | 0.03% | 205 |
|
|
2018
Q4 | $251K | Buy |
2,729
+34
| +1% | +$3.04K | 0.04% | 174 |
|
|
2018
Q3 | $245K | Hold |
2,695
| – | – | 0.02% | 201 |
|
|
2018
Q2 | $211K | Hold |
2,695
| – | – | 0.02% | 196 |
|
|
2018
Q1 | $229K | Buy |
+2,695
| New | +$221K | 0.03% | 187 |
|
Other funds holding YUM
