Concord Wealth Partners’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 | $148K | Hold |
1,000
| – | – | 0.02% | 231 |
|
|
2025
Q1 | $157K | Hold |
1,000
| – | – | 0.03% | 208 |
|
|
2024
Q4 | $134K | Hold |
1,000
| – | – | 0.02% | 226 |
|
|
2024
Q3 | $140K | Hold |
1,000
| – | – | 0.02% | 232 |
|
|
2024
Q2 | $132K | Hold |
1,000
| – | – | 0.02% | 224 |
|
|
2024
Q1 | $139K | Sell |
1,000
-86
| -8% | -$11.9K | 0.02% | 241 |
|
|
2023
Q4 | $142K | Hold |
1,086
| – | – | 0.03% | 245 |
|
|
2023
Q3 | $136K | Sell |
1,086
-69
| -6% | -$8.62K | 0.03% | 243 |
|
|
2023
Q2 | $160K | Hold |
1,155
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $153K | Sell |
1,155
-61
| -5% | -$8.06K | 0.04% | 199 |
|
|
2022
Q4 | $156K | Buy |
+1,216
| New | +$156K | 0.05% | 189 |
|
|
2022
Q3 | – | Sell |
-1,498
| Closed | -$170K | – | 1199 |
|
|
2022
Q2 | $170K | Sell |
1,498
-12
| -0.8% | -$1.36K | 0.05% | 179 |
|
|
2022
Q1 | $179K | Sell |
1,510
-25
| -2% | -$2.96K | 0.05% | 194 |
|
|
2021
Q4 | $213K | Buy |
1,535
+1,344
| +704% | +$186K | 0.05% | 177 |
|
|
2021
Q3 | $23K | Sell |
191
-1,142
| -86% | -$138K | 0.01% | 356 |
|
|
2021
Q2 | $153K | Buy |
1,333
+31
| +2% | +$3.56K | 0.04% | 171 |
|
|
2021
Q1 | $141K | Buy |
1,302
+238
| +22% | +$25.8K | 0.05% | 165 |
|
|
2020
Q4 | $116K | Buy |
+1,064
| New | +$116K | 0.09% | 120 |
|