Castle Rock 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,426
| Closed | -$226K | – | 258 |
|
|
2025
Q1 | $226K | Buy |
1,426
+1
| +0.1% | +$158 | 0.06% | 217 |
|
|
2024
Q4 | $211K | Sell |
1,425
-181
| -11% | -$26.8K | 0.05% | 227 |
|
|
2024
Q3 | $219K | Buy |
+1,606
| New | +$219K | 0.05% | 234 |
|
|
2024
Q2 | – | Sell |
-1,675
| Closed | -$227K | – | 244 |
|
|
2024
Q1 | $227K | Buy |
1,675
+20
| +1% | +$2.71K | 0.06% | 220 |
|
|
2023
Q4 | $211K | Buy |
+1,655
| New | +$211K | 0.06% | 220 |
|
|
2023
Q3 | – | Sell |
-1,855
| Closed | -$254K | – | 220 |
|
|
2023
Q2 | $254K | Hold |
1,855
| – | – | 0.09% | 180 |
|
|
2023
Q1 | $255K | Hold |
1,855
| – | – | 0.09% | 185 |
|
|
2022
Q4 | $239K | Buy |
+1,855
| New | +$239K | 0.11% | 193 |
|
|
2022
Q3 | – | Sell |
-1,855
| Closed | -$218K | – | 222 |
|
|
2022
Q2 | $218K | Hold |
1,855
| – | – | 0.11% | 188 |
|
|
2022
Q1 | $231K | Buy |
+1,855
| New | +$231K | 0.11% | 207 |
|