FSWA
Financial Synergies Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-136
| Closed | -$18.9K | – | 491 |
|
|
2024
Q1 | $18.9K | Hold |
136
| – | – | ﹤0.01% | 201 |
|
|
2023
Q4 | $17.4K | Hold |
136
| – | – | ﹤0.01% | 146 |
|
|
2023
Q3 | $17K | Hold |
136
| – | – | ﹤0.01% | 190 |
|
|
2023
Q2 | $18.8K | Hold |
136
| – | – | ﹤0.01% | 179 |
|
|
2023
Q1 | $18K | Hold |
136
| – | – | ﹤0.01% | 189 |
|
|
2022
Q4 | $17.4K | Hold |
136
| – | – | ﹤0.01% | 146 |
|
|
2022
Q3 | $14.5K | Hold |
136
| – | – | ﹤0.01% | 138 |
|
|
2022
Q2 | $15.4K | Buy |
+136
| New | +$15.4K | ﹤0.01% | 146 |
|