EWA
EP Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.34M | Buy |
15,792
+1,668
| +12% | +$247K | 0.02% | 386 |
|
|
2025
Q1 | $2.22M | Sell |
14,124
-33
| -0.2% | -$5.19K | 0.02% | 349 |
|
|
2024
Q4 | $1.9M | Buy |
14,157
+430
| +3% | +$57.7K | 0.02% | 368 |
|
|
2024
Q3 | $1.92M | Buy |
13,727
+164
| +1% | +$22.9K | 0.02% | 366 |
|
|
2024
Q2 | $1.8M | Sell |
13,563
-145
| -1% | -$19.2K | 0.02% | 297 |
|
|
2024
Q1 | $1.9M | Buy |
13,708
+602
| +5% | +$83.5K | 0.02% | 276 |
|
|
2023
Q4 | $1.71M | Sell |
13,106
-154
| -1% | -$20.1K | 0.02% | 285 |
|
|
2023
Q3 | $1.66M | Buy |
13,260
+2,984
| +29% | +$373K | 0.03% | 259 |
|
|
2023
Q2 | $1.79M | Sell |
10,276
-558
| -5% | -$97.2K | 0.03% | 254 |
|
|
2023
Q1 | $202K | Sell |
10,834
-1,352
| -11% | -$25.3K | ﹤0.01% | 575 |
|
|
2022
Q4 | $1.56M | Buy |
12,186
+390
| +3% | +$50K | 0.03% | 234 |
|
|
2022
Q3 | $1.25M | Buy |
11,796
+441
| +4% | +$46.9K | 0.03% | 222 |
|
|
2022
Q2 | $1.29M | Sell |
11,355
-40
| -0.4% | -$4.54K | 0.03% | 232 |
|
|
2022
Q1 | $1.35M | Sell |
11,395
-1,773
| -13% | -$210K | 0.03% | 239 |
|
|
2021
Q4 | $1.83M | Buy |
13,168
+786
| +6% | +$109K | 0.04% | 196 |
|
|
2021
Q3 | $1.51M | Buy |
12,382
+4,855
| +65% | +$594K | 0.04% | 193 |
|
|
2021
Q2 | $866K | Buy |
7,527
+569
| +8% | +$65.5K | 0.02% | 261 |
|
|
2021
Q1 | $753K | Buy |
6,958
+8
| +0.1% | +$866 | 0.02% | 262 |
|
|
2020
Q4 | $754K | Sell |
6,950
-143
| -2% | -$15.5K | 0.03% | 213 |
|
|
2020
Q3 | $648K | Hold |
7,093
| – | – | 0.03% | 204 |
|
|
2020
Q2 | $616K | Sell |
7,093
-11
| -0.2% | -$955 | 0.03% | 224 |
|
|
2020
Q1 | $487K | Buy |
7,104
+2,863
| +68% | +$196K | 0.02% | 259 |
|
|
2019
Q4 | $427K | Buy |
4,241
+113
| +3% | +$11.4K | 0.02% | 293 |
|
|
2019
Q3 | $468K | Buy |
4,128
+43
| +1% | +$4.88K | 0.02% | 229 |
|
|
2019
Q2 | $452K | Buy |
4,085
+12
| +0.3% | +$1.33K | 0.03% | 201 |
|
|
2019
Q1 | $407K | Sell |
4,073
-189
| -4% | -$18.9K | 0.04% | 179 |
|
|
2018
Q4 | $392K | Buy |
4,262
+53
| +1% | +$4.88K | 0.03% | 190 |
|
|
2018
Q3 | $383K | Buy |
4,209
+199
| +5% | +$18.1K | 0.03% | 196 |
|
|
2018
Q2 | $314K | Buy |
4,010
+316
| +9% | +$24.7K | 0.03% | 149 |
|
|
2018
Q1 | $314K | Buy |
3,694
+189
| +5% | +$16.1K | 0.03% | 156 |
|
|
2017
Q4 | $286K | Sell |
3,505
-30
| -0.8% | -$2.45K | 0.03% | 152 |
|
|
2017
Q3 | $260K | Sell |
3,535
-31
| -0.9% | -$2.28K | 0.03% | 145 |
|
|
2017
Q2 | $263K | Sell |
3,566
-879
| -20% | -$64.8K | 0.03% | 149 |
|
|
2017
Q1 | $284K | Buy |
4,445
+9
| +0.2% | +$575 | 0.04% | 124 |
|
|
2016
Q4 | $276K | Sell |
4,436
-70
| -2% | -$4.36K | 0.04% | 117 |
|
|
2016
Q3 | $409K | Buy |
4,506
+70
| +2% | +$6.35K | 0.06% | 88 |
|
|
2016
Q2 | $368K | Buy |
4,436
+920
| +26% | +$76.3K | 0.06% | 92 |
|
|
2016
Q1 | $288K | Buy |
+3,516
| New | +$288K | 0.04% | 109 |
|