First Foundation Advisors’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 | $356K | Sell |
2,400
-734
| -23% | -$109K | 0.01% | 268 |
|
2025
Q1 | $493K | Sell |
3,134
-969
| -24% | -$152K | 0.02% | 224 |
|
2024
Q4 | $551K | Sell |
4,103
-514
| -11% | -$69K | 0.02% | 221 |
|
2024
Q3 | $645K | Sell |
4,617
-880
| -16% | -$123K | 0.02% | 211 |
|
2024
Q2 | $728K | Sell |
5,497
-204
| -4% | -$27K | 0.03% | 191 |
|
2024
Q1 | $790K | Sell |
5,701
-482
| -8% | -$66.8K | 0.03% | 188 |
|
2023
Q4 | $808K | Sell |
6,183
-340
| -5% | -$44.4K | 0.04% | 185 |
|
2023
Q3 | $815K | Buy |
6,523
+77
| +1% | +$9.62K | 0.04% | 192 |
|
2023
Q2 | $893K | Buy |
6,446
+483
| +8% | +$66.9K | 0.04% | 186 |
|
2023
Q1 | $788K | Buy |
5,963
+459
| +8% | +$60.6K | 0.04% | 188 |
|
2022
Q4 | $705K | Buy |
5,504
+276
| +5% | +$35.4K | 0.03% | 210 |
|
2022
Q3 | $556K | Buy |
5,228
+467
| +10% | +$49.7K | 0.03% | 225 |
|
2022
Q2 | $540K | Sell |
4,761
-1,056
| -18% | -$120K | 0.02% | 241 |
|
2022
Q1 | $689K | Sell |
5,817
-701
| -11% | -$83K | 0.02% | 226 |
|
2021
Q4 | $905K | Sell |
6,518
-589
| -8% | -$81.8K | 0.03% | 208 |
|
2021
Q3 | $869K | Buy |
7,107
+98
| +1% | +$12K | 0.03% | 213 |
|
2021
Q2 | $806K | Sell |
7,009
-517
| -7% | -$59.5K | 0.03% | 231 |
|
2021
Q1 | $814K | Buy |
7,526
+50
| +0.7% | +$5.41K | 0.03% | 224 |
|
2020
Q4 | $812K | Sell |
7,476
-182
| -2% | -$19.8K | 0.04% | 209 |
|
2020
Q3 | $699K | Sell |
7,658
-1,670
| -18% | -$152K | 0.03% | 210 |
|
2020
Q2 | $811K | Sell |
9,328
-283
| -3% | -$24.6K | 0.04% | 187 |
|
2020
Q1 | $659K | Buy |
+9,611
| New | +$659K | 0.04% | 199 |
|