Focused Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-470
| Closed | -$61.4K | – | 1004 |
|
|
2023
Q4 | $61.4K | Buy |
+470
| New | +$58.7K | 0.01% | 279 |
|
|
2023
Q2 | – | Sell |
-558
| Closed | -$73.8K | – | 1130 |
|
|
2023
Q1 | $73.8K | Buy |
558
+2
| +0.4% | +$257 | 0.01% | 245 |
|
|
2022
Q4 | $71.2K | Sell |
556
-67
| -11% | -$8.12K | 0.01% | 254 |
|
|
2022
Q3 | $66K | Buy |
623
+3
| +0.5% | +$348 | 0.01% | 235 |
|
|
2022
Q2 | $70K | Buy |
620
+3
| +0.5% | +$349 | 0.01% | 242 |
|
|
2022
Q1 | $73K | Buy |
617
+3
| +0.5% | +$370 | 0.01% | 262 |
|
|
2021
Q4 | $85K | Buy |
+614
| New | +$78.5K | 0.01% | 300 |
|
|
2020
Q4 | – | Sell |
-1,200
| Closed | -$110K | – | 919 |
|
|
2020
Q3 | $110K | Hold |
1,200
| – | – | 0.02% | 232 |
|
|
2020
Q2 | $104K | Hold |
1,200
| – | – | 0.02% | 224 |
|
|
2020
Q1 | $82K | Hold |
1,200
| – | – | 0.02% | 232 |
|
|
2019
Q4 | $121K | Hold |
1,200
| – | – | 0.03% | 233 |
|
|
2019
Q3 | $136K | Hold |
1,200
| – | – | 0.04% | 195 |
|
|
2019
Q2 | $133K | Buy |
+1,200
| New | +$125K | 0.04% | 194 |
|
|
2017
Q4 | – | Sell |
-600
| Closed | -$44K | – | 746 |
|
|
2017
Q3 | $44K | Hold |
600
| – | – | 0.01% | 248 |
|
|
2017
Q2 | $44K | Hold |
600
| – | – | 0.02% | 297 |
|
|
2017
Q1 | $38K | Hold |
600
| – | – | 0.01% | 315 |
|
|
2016
Q4 | $38K | Sell |
600
-235
| -28% | -$14.8K | 0.02% | 304 |
|
|
2016
Q3 | $54K | Hold |
835
| – | – | 0.02% | 262 |
|
|
2016
Q2 | $50K | Hold |
835
| – | – | 0.02% | 260 |
|
|
2016
Q1 | $49K | Hold |
835
| – | – | 0.03% | 196 |
|
|
2015
Q4 | $44K | Hold |
835
| – | – | 0.03% | 225 |
|
|
2015
Q3 | $48K | Hold |
835
| – | – | 0.03% | 204 |
|
|
2015
Q2 | $54K | Hold |
835
| – | – | 0.03% | 196 |
|
|
2015
Q1 | $47K | Hold |
835
| – | – | 0.03% | 211 |
|
|
2014
Q4 | $44K | Hold |
835
| – | – | 0.03% | 206 |
|
|
2014
Q3 | $43K | Hold |
835
| – | – | 0.03% | 214 |
|
|
2014
Q2 | $49K | Hold |
835
| – | – | 0.04% | 190 |
|
|
2014
Q1 | $45K | Hold |
835
| – | – | 0.04% | 182 |
|
|
2013
Q4 | $45K | Hold |
835
| – | – | 0.04% | 180 |
|
|
2013
Q3 | $43K | Buy |
+835
| New | +$43.3K | 0.04% | 180 |
|
Other funds holding YUM
Focused Wealth Management's YUM Position: Q1 2024 in Review
Focused Wealth Management sold out of Yum! Brands (YUM) in Q1 2024, closing a stake of 470 shares — an estimated $61.4K sold.
Focused Wealth Management first reported a position in YUM in Q3 2013 and held it in 30 quarters. The position peaked at $136K in Q3 2019. 1,236 funds tracked by Wall St. Rank hold YUM as of Q1 2024.
- Focused Wealth Management reported no remaining Yum! Brands position as of Q1 2024 after selling out during the quarter.
- Focused Wealth Management sold 470 Yum! Brands shares in Q1 2024, an estimated $61.4K.
- Focused Wealth Management first reported a position in Yum! Brands in Q3 2013 and held it in 30 quarters.
- Focused Wealth Management's Yum! Brands position peaked at $136K in Q3 2019.
- 1,236 funds tracked by Wall St. Rank held Yum! Brands as of Q1 2024.
Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.