FineMark National Bank & Trust’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $243K | Sell |
1,607
-20
| -1% | -$2.96K | 0.01% | 405 |
|
|
2025
Q3 | $247K | Buy |
1,627
+110
| +7% | +$16.2K | 0.01% | 400 |
|
|
2025
Q2 | $225K | Sell |
1,517
-47
| -3% | -$6.86K | 0.01% | 410 |
|
|
2025
Q1 | $246K | Sell |
1,564
-38
| -2% | -$5.47K | 0.01% | 380 |
|
|
2024
Q4 | $215K | Sell |
1,602
-60
| -4% | -$8.12K | 0.01% | 401 |
|
|
2024
Q3 | $232K | Sell |
1,662
-613
| -27% | -$81.5K | 0.01% | 386 |
|
|
2024
Q2 | $301K | Sell |
2,275
-166
| -7% | -$22.8K | 0.01% | 339 |
|
|
2024
Q1 | $338K | Sell |
2,441
-601
| -20% | -$80.3K | 0.01% | 336 |
|
|
2023
Q4 | $397K | Buy |
3,042
+4
| +0.1% | +$499 | 0.02% | 300 |
|
|
2023
Q3 | $380K | Buy |
3,038
+520
| +21% | +$68.4K | 0.02% | 301 |
|
|
2023
Q2 | $349K | Hold |
2,518
| – | – | 0.01% | 322 |
|
|
2023
Q1 | $333K | Buy |
2,518
+38
| +2% | +$4.89K | 0.01% | 320 |
|
|
2022
Q4 | $318K | Hold |
2,480
| – | – | 0.01% | 314 |
|
|
2022
Q3 | $264K | Buy |
2,480
+549
| +28% | +$63.7K | 0.01% | 329 |
|
|
2022
Q2 | $219K | Sell |
1,931
-318
| -14% | -$37K | 0.01% | 384 |
|
|
2022
Q1 | $267K | Sell |
2,249
-385
| -15% | -$47.4K | 0.01% | 384 |
|
|
2021
Q4 | $366K | Sell |
2,634
-9
| -0.3% | -$1.15K | 0.01% | 349 |
|
|
2021
Q3 | $323K | Hold |
2,643
| – | – | 0.01% | 348 |
|
|
2021
Q2 | $304K | Buy |
2,643
+209
| +9% | +$24.6K | 0.01% | 366 |
|
|
2021
Q1 | $263K | Hold |
2,434
| – | – | 0.01% | 385 |
|
|
2020
Q4 | $264K | Hold |
2,434
| – | – | 0.01% | 358 |
|
|
2020
Q3 | $222K | Hold |
2,434
| – | – | 0.01% | 352 |
|
|
2020
Q2 | $212K | Buy |
+2,434
| New | +$208K | 0.01% | 345 |
|
|
2020
Q1 | – | Sell |
-2,604
| Closed | -$262K | – | 386 |
|
|
2019
Q4 | $262K | Buy |
2,604
+733
| +39% | +$75.9K | 0.01% | 327 |
|
|
2019
Q3 | $212K | Buy |
1,871
+48
| +3% | +$5.49K | 0.01% | 350 |
|
|
2019
Q2 | $202K | Buy |
+1,823
| New | +$189K | 0.01% | 344 |
|
|
2017
Q4 | – | Sell |
-3,154
| Closed | -$232K | – | 384 |
|
|
2017
Q3 | $232K | Sell |
3,154
-680
| -18% | -$51.2K | 0.02% | 332 |
|
|
2017
Q2 | $283K | Sell |
3,834
-96
| -2% | -$6.68K | 0.02% | 293 |
|
|
2017
Q1 | $251K | Buy |
3,930
+680
| +21% | +$44.3K | 0.02% | 316 |
|
|
2016
Q4 | $205K | Sell |
3,250
-1,382
| -30% | -$86.8K | 0.02% | 337 |
|
|
2016
Q3 | $303K | Hold |
4,632
| – | – | 0.03% | 270 |
|
|
2016
Q2 | $276K | Buy |
4,632
+111
| +2% | +$6.54K | 0.03% | 276 |
|
|
2016
Q1 | $266K | Sell |
4,521
-1,843
| -29% | -$96.7K | 0.03% | 273 |
|
|
2015
Q4 | $335K | Buy |
6,364
+929
| +17% | +$48.5K | 0.04% | 248 |
|
|
2015
Q3 | $312K | Buy |
5,435
+73
| +1% | +$4.42K | 0.04% | 264 |
|
|
2015
Q2 | $348K | Sell |
5,362
-116
| -2% | -$7.35K | 0.05% | 260 |
|
|
2015
Q1 | $310K | Buy |
5,478
+78
| +1% | +$4.26K | 0.04% | 277 |
|
|
2014
Q4 | $283K | Sell |
5,400
-118
| -2% | -$6.14K | 0.04% | 286 |
|
|
2014
Q3 | $285K | Sell |
5,518
-388
| -7% | -$20.6K | 0.05% | 279 |
|
|
2014
Q2 | $345K | Sell |
5,906
-41
| -0.7% | -$2.28K | 0.06% | 247 |
|
|
2014
Q1 | $322K | Buy |
5,947
+498
| +9% | +$26.2K | 0.06% | 245 |
|
|
2013
Q4 | $297K | Sell |
5,449
-287
| -5% | -$14.8K | 0.06% | 255 |
|
|
2013
Q3 | $294K | Sell |
5,736
-44
| -0.8% | -$2.28K | 0.07% | 235 |
|
|
2013
Q2 | $288K | Buy |
+5,780
| New | +$286K | 0.09% | 207 |
|
Other funds holding YUM
