Bogart Wealth LLC’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $232K | Buy |
1,495
+24
| +2% | +$3.8K | 0.01% | 234 |
|
|
2025
Q4 | $223K | Sell |
1,471
-11
| -0.7% | -$1.63K | 0.01% | 245 |
|
|
2025
Q3 | $225K | Sell |
1,482
-57
| -4% | -$8.39K | 0.01% | 232 |
|
|
2025
Q2 | $228K | Buy |
1,539
+82
| +6% | +$12K | 0.01% | 220 |
|
|
2025
Q1 | $229K | Buy |
1,457
+5
| +0.3% | +$720 | 0.01% | 211 |
|
|
2024
Q4 | $195K | Buy |
1,452
+1
| +0.1% | +$135 | 0.01% | 221 |
|
|
2024
Q3 | $203K | Buy |
1,451
+1
| +0.1% | +$133 | 0.01% | 211 |
|
|
2024
Q2 | $192K | Buy |
1,450
+1
| +0.1% | +$138 | 0.01% | 212 |
|
|
2024
Q1 | $201K | Buy |
1,449
+2
| +0.1% | +$267 | 0.01% | 203 |
|
|
2023
Q4 | $189K | Buy |
1,447
+1
| +0.1% | +$125 | 0.01% | 203 |
|
|
2023
Q3 | $181K | Buy |
1,446
+1
| +0.1% | +$132 | 0.01% | 200 |
|
|
2023
Q2 | $200K | Buy |
1,445
+241
| +20% | +$32.7K | 0.01% | 195 |
|
|
2023
Q1 | $159K | Buy |
1,204
+1
| +0.1% | +$129 | 0.01% | 192 |
|
|
2022
Q4 | $154K | Buy |
1,203
+1
| +0.1% | +$121 | 0.01% | 197 |
|
|
2022
Q3 | $128K | Buy |
1,202
+1
| +0.1% | +$116 | 0.01% | 199 |
|
|
2022
Q2 | $136K | Buy |
1,201
+330
| +38% | +$38.4K | 0.01% | 188 |
|
|
2022
Q1 | $103K | Buy |
871
+550
| +171% | +$67.8K | 0.01% | 207 |
|
|
2021
Q4 | $45K | Buy |
321
+1
| +0.3% | +$128 | ﹤0.01% | 273 |
|
|
2021
Q3 | $39K | Buy |
320
+2
| +0.6% | +$254 | ﹤0.01% | 277 |
|
|
2021
Q2 | $37K | Buy |
318
+1
| +0.3% | +$118 | ﹤0.01% | 267 |
|
|
2021
Q1 | $34K | Buy |
317
+2
| +0.6% | +$212 | ﹤0.01% | 262 |
|
|
2020
Q4 | $34K | Buy |
315
+1
| +0.3% | +$102 | 0.01% | 223 |
|
|
2020
Q3 | $28K | Sell |
314
-220
| -41% | -$20.3K | 0.01% | 233 |
|
|
2020
Q2 | $46K | Buy |
534
+114
| +27% | +$9.74K | 0.01% | 184 |
|
|
2020
Q1 | $29K | Hold |
420
| – | – | 0.01% | 193 |
|
|
2019
Q4 | $42K | Buy |
420
+220
| +110% | +$22.8K | 0.01% | 183 |
|
|
2019
Q3 | $23K | Hold |
200
| – | – | 0.01% | 207 |
|
|
2019
Q2 | $22K | Sell |
200
-140
| -41% | -$14.5K | 0.01% | 193 |
|
|
2019
Q1 | $33K | Buy |
340
+140
| +70% | +$13.3K | 0.02% | 165 |
|
|
2018
Q4 | $18K | Hold |
200
| – | – | 0.01% | 208 |
|
|
2018
Q3 | $18K | Hold |
200
| – | – | 0.01% | 195 |
|
|
2018
Q2 | $15K | Hold |
200
| – | – | 0.01% | 222 |
|
|
2018
Q1 | $17K | Hold |
200
| – | – | 0.01% | 210 |
|
|
2017
Q4 | $16K | Sell |
200
-480
| -71% | -$38K | 0.01% | 210 |
|
|
2017
Q3 | $52K | Buy |
+680
| New | +$51.2K | 0.04% | 128 |
|
Other funds holding YUM
VCM
VPM
