FWA
FSM Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $361K | Buy |
2,400
+439
| +22% | +$66K | 0.06% | 196 |
|
|
2025
Q1 | $309K | Buy |
1,961
+88
| +5% | +$13.8K | 0.07% | 152 |
|
|
2024
Q4 | $236K | Sell |
1,873
-1,330
| -42% | -$168K | 0.06% | 166 |
|
|
2024
Q3 | $448K | Buy |
3,203
+54
| +2% | +$7.55K | 0.12% | 99 |
|
|
2024
Q2 | $417K | Sell |
3,149
-71
| -2% | -$9.41K | 0.14% | 95 |
|
|
2024
Q1 | $446K | Buy |
3,220
+47
| +1% | +$6.52K | 0.16% | 91 |
|
|
2023
Q4 | $415K | Buy |
3,173
+278
| +10% | +$36.3K | 0.18% | 92 |
|
|
2023
Q3 | $362K | Buy |
2,895
+105
| +4% | +$13.1K | 0.18% | 97 |
|
|
2023
Q2 | $374K | Buy |
2,790
+336
| +14% | +$45.1K | 0.19% | 101 |
|
|
2023
Q1 | $324K | Buy |
2,454
+9
| +0.4% | +$1.19K | 0.19% | 106 |
|
|
2022
Q4 | $313K | Sell |
2,445
-250
| -9% | -$32K | 0.22% | 102 |
|
|
2022
Q3 | $287K | Buy |
2,695
+452
| +20% | +$48.1K | 0.24% | 103 |
|
|
2022
Q2 | $266K | Buy |
+2,243
| New | +$266K | 0.26% | 92 |
|