BerganKDV 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
2023
Q2
$614K Hold
4,433
0.06% 159
2023
Q1
$586K Buy
4,433
+1,940
+78% +$256K 0.06% 160
2022
Q4
$319K Sell
2,493
-18
-0.7% -$2.31K 0.03% 199
2022
Q3
$267K Sell
2,511
-4,715
-65% -$501K 0.03% 211
2022
Q2
$820K Hold
7,226
0.09% 135
2022
Q1
$856K Sell
7,226
-9
-0.1% -$1.07K 0.09% 134
2021
Q4
$1.01M Buy
7,235
+9
+0.1% +$1.25K 0.1% 128
2021
Q3
$884K Hold
7,226
0.1% 130
2021
Q2
$831K Hold
7,226
0.1% 128
2021
Q1
$782K Hold
7,226
0.1% 130
2020
Q4
$784K Buy
7,226
+10
+0.1% +$1.09K 0.11% 118
2020
Q3
$659K Sell
7,216
-54
-0.7% -$4.93K 0.1% 128
2020
Q2
$632K Buy
7,270
+70
+1% +$6.09K 0.11% 126
2020
Q1
$493K Hold
7,200
0.1% 131
2019
Q4
$725K Hold
7,200
0.13% 121
2019
Q3
$817K Hold
7,200
0.16% 102
2019
Q2
$797K Hold
7,200
0.16% 105
2019
Q1
$719K Hold
7,200
0.15% 108
2018
Q4
$662K Hold
7,200
0.15% 104
2018
Q3
$655K Hold
7,200
0.14% 113
2018
Q2
$563K Hold
7,200
0.13% 119
2018
Q1
$613K Hold
7,200
0.17% 107
2017
Q4
$588K Hold
7,200
0.14% 118
2017
Q3
$530K Hold
7,200
0.13% 120
2017
Q2
$531K Hold
7,200
0.15% 116
2017
Q1
$460K Hold
7,200
0.14% 118
2016
Q4
$456K Sell
7,200
-2,815
-28% -$178K 0.15% 120
2016
Q3
$654K Hold
10,015
0.23% 90
2016
Q2
$597K Hold
10,015
0.26% 87
2016
Q1
$589K Buy
+10,015
New +$589K 0.35% 73