Caldwell Trust’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $689K | Hold |
4,653
|
|
||||
|
2025
Q1 | $732K | Buy |
4,653
+400
|
|
||||
|
2024
Q4 | $571K | Hold |
4,253
|
|
||||
|
2024
Q3 | $594K | Hold |
4,253
|
|
||||
|
2024
Q2 | $563K | Buy |
4,253
+53
|
|
||||
|
2024
Q1 | $582K | Hold |
4,200
|
|
||||
|
2023
Q4 | $549K | Sell |
4,200
-306
|
|
||||
|
2023
Q3 | $563K | Hold |
4,506
|
|
||||
|
2023
Q2 | $624K | Hold |
4,506
|
|
||||
|
2023
Q1 | $595K | Hold |
4,506
|
|
||||
|
2022
Q4 | $577K | Hold |
4,506
|
|
||||
|
2022
Q3 | $479K | Hold |
4,506
|
|
||||
|
2022
Q2 | $511K | Buy |
4,506
+3,905
|
|
||||
|
2022
Q1 | $71.2K | Hold |
601
|
|
||||
|
2021
Q4 | $83.5K | Hold |
601
|
|
||||
|
2021
Q3 | $73.5K | Buy |
601
+175
|
|
||||
|
2021
Q2 | $49K | Hold |
426
|
|
||||
|
2021
Q1 | $46.1K | Hold |
426
|
|
||||
|
2020
Q4 | $46.2K | Hold |
426
|
|
||||
|
2020
Q3 | $38.9K | Hold |
426
|
|
||||
|
2020
Q2 | $37K | Hold |
426
|
|
||||
|
2020
Q1 | $29.2K | Hold |
426
|
|
||||
|
2019
Q4 | $42.9K | Buy |
+426
|
|