Dynamic Advisor Solutions’s Yum! Brands YUM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$513K Sell
3,464
-45
-1% -$6.67K 0.02% 598
2025
Q1
$552K Buy
+3,509
New +$552K 0.02% 560
2024
Q4
Sell
-3,867
Closed -$540K 940
2024
Q3
$540K Sell
3,867
-77
-2% -$10.8K 0.02% 604
2024
Q2
$522K Sell
3,944
-435
-10% -$57.6K 0.02% 617
2024
Q1
$607K Buy
4,379
+92
+2% +$12.8K 0.02% 564
2023
Q4
$550K Buy
4,287
+244
+6% +$31.3K 0.02% 557
2023
Q3
$505K Buy
4,043
+113
+3% +$14.1K 0.02% 514
2023
Q2
$545K Buy
3,930
+188
+5% +$26K 0.03% 467
2023
Q1
$494K Sell
3,742
-146
-4% -$19.3K 0.03% 471
2022
Q4
$498K Sell
3,888
-6
-0.2% -$768 0.03% 442
2022
Q3
$414K Buy
3,894
+10
+0.3% +$1.06K 0.03% 428
2022
Q2
$441K Sell
3,884
-97
-2% -$11K 0.03% 431
2022
Q1
$472K Buy
3,981
+13
+0.3% +$1.54K 0.03% 450
2021
Q4
$551K Sell
3,968
-33
-0.8% -$4.58K 0.04% 400
2021
Q3
$489K Buy
4,001
+48
+1% +$5.87K 0.04% 452
2021
Q2
$455K Buy
3,953
+47
+1% +$5.41K 0.04% 455
2021
Q1
$423K Sell
3,906
-76
-2% -$8.23K 0.04% 419
2020
Q4
$432K Buy
3,982
+275
+7% +$29.8K 0.04% 398
2020
Q3
$338K Buy
3,707
+173
+5% +$15.8K 0.04% 397
2020
Q2
$307K Buy
3,534
+224
+7% +$19.5K 0.04% 381
2020
Q1
$227K Sell
3,310
-61
-2% -$4.18K 0.04% 381
2019
Q4
$340K Buy
3,371
+66
+2% +$6.66K 0.05% 385
2019
Q3
$375K Sell
3,305
-92
-3% -$10.4K 0.06% 331
2019
Q2
$376K Sell
3,397
-3,908
-53% -$433K 0.06% 316
2019
Q1
$729K Sell
7,305
-5,425
-43% -$541K 0.14% 176
2018
Q4
$1.18M Sell
12,730
-1,651
-11% -$153K 0.25% 108
2018
Q3
$1.31M Buy
14,381
+149
+1% +$13.5K 0.27% 111
2018
Q2
$1.11M Sell
14,232
-7,603
-35% -$595K 0.25% 116
2018
Q1
$1.86M Buy
21,835
+831
+4% +$70.7K 0.48% 62
2017
Q4
$1.71M Buy
21,004
+859
+4% +$70.1K 0.56% 62
2017
Q3
$1.48M Buy
20,145
+454
+2% +$33.4K 0.59% 55
2017
Q2
$1.45M Sell
19,691
-127
-0.6% -$9.37K 0.56% 57
2017
Q1
$1.27M Sell
19,818
-414
-2% -$26.4K 0.49% 62
2016
Q4
$1.28M Sell
20,232
-1,297
-6% -$82.1K 0.51% 60
2016
Q3
$1.41M Sell
21,529
-1,288
-6% -$84.1K 0.53% 55
2016
Q2
$1.36M Sell
22,817
-799
-3% -$47.6K 0.55% 57
2016
Q1
$1.39M Sell
23,616
-811
-3% -$47.7K 0.59% 50
2015
Q4
$1.28M Buy
24,427
+10,439
+75% +$548K 0.53% 52
2015
Q3
$804K Sell
13,988
-9,915
-41% -$570K 0.41% 63
2015
Q2
$1.55M Sell
23,903
-1,854
-7% -$120K 0.9% 34
2015
Q1
$1.46M Buy
25,757
+6,937
+37% +$393K 0.73% 43
2014
Q4
$986K Buy
18,820
+360
+2% +$18.9K 0.53% 59
2014
Q3
$955K Buy
18,460
+3,610
+24% +$187K 0.52% 57
2014
Q2
$867K Buy
14,850
+3,150
+27% +$184K 0.52% 55
2014
Q1
$634K Buy
11,700
+5,322
+83% +$288K 0.43% 77
2013
Q4
$346K Buy
+6,378
New +$346K 0.26% 134