Concurrent Investment Advisors’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 | $1.19M | Buy |
8,011
+853
| +12% | +$126K | 0.02% | 551 |
|
2025
Q1 | $1.13M | Buy |
7,158
+48
| +0.7% | +$7.55K | 0.03% | 510 |
|
2024
Q4 | $954K | Sell |
7,110
-157
| -2% | -$21.1K | 0.03% | 496 |
|
2024
Q3 | $1.02M | Sell |
7,267
-333
| -4% | -$46.5K | 0.03% | 453 |
|
2024
Q2 | $1.01M | Buy |
7,600
+914
| +14% | +$121K | 0.03% | 428 |
|
2024
Q1 | $927K | Buy |
6,686
+862
| +15% | +$120K | 0.04% | 381 |
|
2023
Q4 | $761K | Buy |
+5,824
| New | +$761K | 0.04% | 384 |
|