CWS
Confluence Wealth Services’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $795K | Buy |
5,364
+6
| +0.1% | +$889 | 0.04% | 197 |
|
|
2025
Q1 | $783K | Sell |
5,358
-21
| -0.4% | -$3.07K | 0.05% | 182 |
|
|
2024
Q4 | $683K | Sell |
5,379
-1
| -0% | -$127 | 0.04% | 191 |
|
|
2024
Q3 | $752K | Sell |
5,380
-57
| -1% | -$7.96K | 0.06% | 183 |
|
|
2024
Q2 | $720K | Buy |
5,437
+151
| +3% | +$20K | 0.06% | 191 |
|
|
2024
Q1 | $733K | Buy |
5,286
+56
| +1% | +$7.77K | 0.06% | 169 |
|
|
2023
Q4 | $683K | Sell |
5,230
-102
| -2% | -$13.3K | 0.07% | 151 |
|
|
2023
Q3 | $666K | Buy |
5,332
+108
| +2% | +$13.5K | 0.13% | 124 |
|
|
2023
Q2 | $724K | Buy |
5,224
+11
| +0.2% | +$1.52K | 0.15% | 118 |
|
|
2023
Q1 | $689K | Buy |
5,213
+5
| +0.1% | +$660 | 0.16% | 116 |
|
|
2022
Q4 | $667K | Buy |
5,208
+5
| +0.1% | +$640 | 0.17% | 112 |
|
|
2022
Q3 | $553K | Sell |
5,203
-335
| -6% | -$35.6K | 0.23% | 120 |
|
|
2022
Q2 | $651K | Buy |
5,538
+26
| +0.5% | +$3.06K | 0.29% | 118 |
|
|
2022
Q1 | $653K | Buy |
5,512
+6
| +0.1% | +$711 | 0.24% | 117 |
|
|
2021
Q4 | $764K | Buy |
+5,506
| New | +$764K | 0.25% | 99 |
|