EverSource Wealth Advisors’s Yum! Brands YUM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $253K | Buy |
1,705
+522
| +44% | +$77.4K | 0.01% | 755 |
|
2025
Q1 | $186K | Buy |
1,183
+222
| +23% | +$34.9K | 0.01% | 688 |
|
2024
Q4 | $129K | Buy |
961
+30
| +3% | +$4.03K | 0.01% | 828 |
|
2024
Q3 | $130K | Buy |
931
+49
| +6% | +$6.85K | 0.01% | 704 |
|
2024
Q2 | $117K | Sell |
882
-553
| -39% | -$73.4K | 0.01% | 735 |
|
2024
Q1 | $203K | Buy |
1,435
+36
| +3% | +$5.09K | 0.02% | 483 |
|
2023
Q4 | $183K | Buy |
1,399
+161
| +13% | +$21K | 0.02% | 454 |
|
2023
Q3 | $155K | Buy |
1,238
+1
| +0.1% | +$125 | 0.02% | 457 |
|
2023
Q2 | $171K | Sell |
1,237
-85
| -6% | -$11.8K | 0.02% | 440 |
|
2023
Q1 | $175K | Buy |
1,322
+57
| +5% | +$7.53K | 0.02% | 394 |
|
2022
Q4 | $162K | Sell |
1,265
-77
| -6% | -$9.86K | 0.02% | 383 |
|
2022
Q3 | $143K | Buy |
1,342
+30
| +2% | +$3.2K | 0.03% | 353 |
|
2022
Q2 | $149K | Buy |
1,312
+552
| +73% | +$62.7K | 0.04% | 299 |
|
2022
Q1 | $90K | Buy |
760
+540
| +245% | +$63.9K | 0.02% | 352 |
|
2021
Q4 | $30K | Buy |
+220
| New | +$30K | 0.01% | 538 |
|