Forum Financial 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
2026 Q1	–	Sell	-3,077	Closed	-$465K	–	1005
2025 Q4	$465K	Buy	3,077 +1	+0%	+$148	0.01%	512
2025 Q3	$468K	Sell	3,076 -187	-6%	-$27.5K	0.01%	489
2025 Q2	$484K	Buy	3,263 +189	+6%	+$27.6K	0.01%	429
2025 Q1	$484K	Sell	3,074 -27	-0.9%	-$3.89K	0.01%	388
2024 Q4	$416K	Sell	3,101 -924	-23%	-$125K	0.01%	459
2024 Q3	$562K	Buy	4,025 +3	+0.1%	+$399	0.01%	299
2024 Q2	$533K	Sell	4,022 -160	-4%	-$22K	0.01%	290
2024 Q1	$580K	Sell	4,182 -138	-3%	-$18.4K	0.01%	282
2023 Q4	$564K	Buy	4,320 +952	+28%	+$119K	0.01%	263
2023 Q3	$421K	Sell	3,368 -4	-0.1%	-$526	0.01%	329
2023 Q2	$467K	Buy	3,372 +448	+15%	+$60.7K	0.01%	311
2023 Q1	$386K	Buy	2,924 +48	+2%	+$6.18K	0.01%	326
2022 Q4	$368K	Sell	2,876 -39	-1%	-$4.72K	0.01%	334
2022 Q3	$310K	Sell	2,915 -131	-4%	-$15.2K	0.01%	333
2022 Q2	$346K	Buy	3,046 +37	+1%	+$4.3K	0.02%	313
2022 Q1	$356K	Buy	3,009 +264	+10%	+$32.5K	0.02%	322
2021 Q4	$381K	Buy	+2,745	New	+$351K	0.02%	323