Carson Wealth (CWM LLC)’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
14,536
+269
| +2% | +$39.9K | 0.01% | 921 |
|
|
2025
Q1 | $2.25M | Buy |
14,267
+375
| +3% | +$59K | 0.01% | 787 |
|
|
2024
Q4 | $1.86M | Buy |
13,892
+1,848
| +15% | +$248K | 0.01% | 809 |
|
|
2024
Q3 | $1.68M | Sell |
12,044
-196
| -2% | -$27.4K | 0.01% | 778 |
|
|
2024
Q2 | $1.62M | Buy |
12,240
+2,959
| +32% | +$392K | 0.01% | 704 |
|
|
2024
Q1 | $1.29M | Buy |
9,281
+1,337
| +17% | +$185K | 0.01% | 755 |
|
|
2023
Q4 | $1.04M | Buy |
7,944
+1,013
| +15% | +$132K | 0.01% | 794 |
|
|
2023
Q3 | $866K | Buy |
6,931
+349
| +5% | +$43.6K | 0.01% | 798 |
|
|
2023
Q2 | $912K | Buy |
6,582
+772
| +13% | +$107K | 0.01% | 745 |
|
|
2023
Q1 | $767K | Buy |
5,810
+480
| +9% | +$63.4K | 0.01% | 741 |
|
|
2022
Q4 | $683K | Buy |
5,330
+934
| +21% | +$120K | 0.01% | 711 |
|
|
2022
Q3 | $467K | Sell |
4,396
-21
| -0.5% | -$2.23K | ﹤0.01% | 762 |
|
|
2022
Q2 | $501K | Buy |
4,417
+365
| +9% | +$41.4K | ﹤0.01% | 731 |
|
|
2022
Q1 | $480K | Sell |
4,052
-6,577
| -62% | -$779K | ﹤0.01% | 742 |
|
|
2021
Q4 | $1.48M | Buy |
+10,629
| New | +$1.48M | 0.01% | 499 |
|
|
2021
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2021
Q1 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2020
Q4 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2020
Q3 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2020
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2020
Q1 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2019
Q4 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2019
Q3 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2019
Q2 | $1.18M | Hold |
10,280
| – | – | 0.01% | 542 |
|
|
2019
Q1 | $1.18M | Sell |
10,280
-19,366
| -65% | -$2.23M | 0.01% | 542 |
|
|
2018
Q4 | $2.73M | Buy |
29,646
+22,468
| +313% | +$2.07M | 0.07% | 238 |
|
|
2018
Q3 | $653K | Buy |
7,178
+4,876
| +212% | +$444K | 0.02% | 352 |
|
|
2018
Q2 | $180K | Buy |
2,302
+115
| +5% | +$8.99K | 0.01% | 436 |
|
|
2018
Q1 | $186K | Buy |
2,187
+55
| +3% | +$4.68K | 0.01% | 370 |
|
|
2017
Q4 | $174K | Sell |
2,132
-66
| -3% | -$5.39K | 0.01% | 362 |
|
|
2017
Q3 | $162K | Buy |
2,198
+91
| +4% | +$6.71K | 0.01% | 350 |
|
|
2017
Q2 | $155K | Sell |
2,107
-130
| -6% | -$9.56K | 0.01% | 332 |
|
|
2017
Q1 | $143K | Sell |
2,237
-161
| -7% | -$10.3K | 0.01% | 324 |
|
|
2016
Q4 | $152K | Buy |
2,398
+467
| +24% | -$18.3K | 0.01% | 300 |
|
|
2016
Q3 | $175K | Sell |
1,931
-215,478
| -99% | -$19.5M | 0.01% | 273 |
|
|
2016
Q2 | $18M | Buy |
217,409
+43,650
| +25% | +$3.62M | 1.31% | 13 |
|
|
2016
Q1 | $14.2M | Buy |
173,759
+42,102
| +32% | +$3.45M | 1.25% | 18 |
|
|
2015
Q4 | $9.62M | Buy |
131,657
+16,114
| +14% | +$1.18M | 0.94% | 38 |
|
|
2015
Q3 | $9.24M | Buy |
115,543
+16,876
| +17% | +$1.35M | 0.93% | 37 |
|
|
2015
Q2 | $8.89M | Sell |
98,667
-1,246
| -1% | -$112K | 0.85% | 43 |
|
|
2015
Q1 | $7.87M | Buy |
99,913
+54,999
| +122% | +$4.33M | 0.8% | 44 |
|
|
2014
Q4 | $3.27M | Buy |
44,914
+32,331
| +257% | +$2.36M | 0.4% | 98 |
|
|
2014
Q3 | $906K | Buy |
12,583
+8,769
| +230% | +$631K | 0.13% | 134 |
|
|
2014
Q2 | $310K | Buy |
+3,814
| New | +$310K | 0.06% | 141 |
|
|
2014
Q1 | – | Sell |
-1,091
| Closed | -$82K | – | 457 |
|
|
2013
Q4 | $82K | Buy |
+1,091
| New | +$82K | 0.01% | 203 |
|