CWP
CFM Wealth Partners’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-7,354
| Closed | -$961K | – | 163 |
|
|
2023
Q4 | $961K | Buy |
7,354
+859
| +13% | +$112K | 0.22% | 78 |
|
|
2023
Q3 | $811K | Sell |
6,495
-1,654
| -20% | -$207K | 0.21% | 74 |
|
|
2023
Q2 | $1.13M | Sell |
8,149
-492
| -6% | -$68.2K | 0.27% | 76 |
|
|
2023
Q1 | $1.14M | Sell |
8,641
-47
| -0.5% | -$6.21K | 0.31% | 71 |
|
|
2022
Q4 | $1.11M | Hold |
8,688
| – | – | 0.33% | 73 |
|
|
2022
Q3 | $924K | Hold |
8,688
| – | – | 0.3% | 76 |
|
|
2022
Q2 | $986K | Sell |
8,688
-393
| -4% | -$44.6K | 0.3% | 74 |
|
|
2022
Q1 | $1.08M | Hold |
9,081
| – | – | 0.26% | 77 |
|
|
2021
Q4 | $1.24M | Hold |
9,081
| – | – | 0.28% | 75 |
|
|
2021
Q3 | $1.11M | Hold |
9,081
| – | – | 0.28% | 73 |
|
|
2021
Q2 | $1.05M | Hold |
9,081
| – | – | 0.28% | 75 |
|
|
2021
Q1 | $982K | Hold |
9,081
| – | – | 0.3% | 75 |
|
|
2020
Q4 | $986K | Hold |
9,081
| – | – | 0.31% | 69 |
|
|
2020
Q3 | $829K | Hold |
9,081
| – | – | 0.3% | 69 |
|
|
2020
Q2 | $789K | Hold |
9,081
| – | – | 0.3% | 71 |
|
|
2020
Q1 | $622K | Sell |
9,081
-135
| -1% | -$9.25K | 0.29% | 69 |
|
|
2019
Q4 | $942K | Buy |
+9,216
| New | +$942K | 0.35% | 60 |
|