Evermay Wealth Management’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 | $1.34M | Sell |
9,013
-35
| -0.4% | -$5.19K | 0.16% | 56 |
|
|
2025
Q1 | $1.42M | Sell |
9,048
-496
| -5% | -$78.1K | 0.19% | 57 |
|
|
2024
Q4 | $1.28M | Sell |
9,544
-190
| -2% | -$25.5K | 0.19% | 62 |
|
|
2024
Q3 | $1.36M | Buy |
9,734
+25
| +0.3% | +$3.49K | 0.22% | 63 |
|
|
2024
Q2 | $1.29M | Sell |
9,709
-39
| -0.4% | -$5.17K | 0.21% | 64 |
|
|
2024
Q1 | $1.35M | Sell |
9,748
-47
| -0.5% | -$6.52K | 0.2% | 63 |
|
|
2023
Q4 | $1.28M | Buy |
9,795
+3
| +0% | +$392 | 0.24% | 47 |
|
|
2023
Q3 | $1.22M | Hold |
9,792
| – | – | 0.25% | 44 |
|
|
2023
Q2 | $1.36M | Sell |
9,792
-5
| -0.1% | -$693 | 0.26% | 41 |
|
|
2023
Q1 | $1.29M | Sell |
9,797
-8
| -0.1% | -$1.06K | 0.26% | 44 |
|
|
2022
Q4 | $1.26M | Hold |
9,805
| – | – | 0.26% | 45 |
|
|
2022
Q3 | $1.04M | Buy |
9,805
+55
| +0.6% | +$5.85K | 0.21% | 53 |
|
|
2022
Q2 | $1.11M | Sell |
9,750
-60
| -0.6% | -$6.81K | 0.21% | 50 |
|
|
2022
Q1 | $1.16M | Buy |
9,810
+7,155
| +269% | +$848K | 0.2% | 54 |
|
|
2021
Q4 | $369K | Buy |
2,655
+8
| +0.3% | +$1.11K | 0.07% | 123 |
|
|
2021
Q3 | $324K | Hold |
2,647
| – | – | 0.06% | 124 |
|
|
2021
Q2 | $304K | Hold |
2,647
| – | – | 0.06% | 144 |
|
|
2021
Q1 | $286K | Sell |
2,647
-150
| -5% | -$16.2K | 0.06% | 146 |
|
|
2020
Q4 | $304K | Sell |
2,797
-605
| -18% | -$65.8K | 0.07% | 132 |
|
|
2020
Q3 | $311K | Buy |
3,402
+318
| +10% | +$29.1K | 0.08% | 118 |
|
|
2020
Q2 | $268K | Sell |
3,084
-125
| -4% | -$10.9K | 0.07% | 122 |
|
|
2020
Q1 | $220K | Sell |
3,209
-862
| -21% | -$59.1K | 0.07% | 127 |
|
|
2019
Q4 | $410K | Sell |
4,071
-600
| -13% | -$60.4K | 0.1% | 99 |
|
|
2019
Q3 | $530K | Hold |
4,671
| – | – | 0.14% | 73 |
|
|
2019
Q2 | $517K | Hold |
4,671
| – | – | 0.14% | 71 |
|
|
2019
Q1 | $466K | Hold |
4,671
| – | – | 0.13% | 80 |
|
|
2018
Q4 | $429K | Sell |
4,671
-425
| -8% | -$39K | 0.14% | 74 |
|
|
2018
Q3 | $463K | Hold |
5,096
| – | – | 0.14% | 77 |
|
|
2018
Q2 | $399K | Sell |
5,096
-300
| -6% | -$23.5K | 0.13% | 82 |
|
|
2018
Q1 | $459K | Buy |
5,396
+1,600
| +42% | +$136K | 0.16% | 73 |
|
|
2017
Q4 | $310K | Buy |
+3,796
| New | +$310K | 0.11% | 99 |
|