Geneos 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $307K | Buy |
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|
2025
Q2 | $175K | Sell |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $131K | Sell |
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|
2024
Q3 | $160K | Buy |
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|
2024
Q2 | $142K | Buy |
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|
2024
Q1 | $127K | Buy |
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|
2023
Q4 | $120K | Sell |
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|
2023
Q3 | $144K | Hold |
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|
2023
Q2 | $160K | Buy |
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|
2023
Q1 | $127K | Sell |
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|
2022
Q4 | $149K | Buy |
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|
2022
Q3 | $112K | Sell |
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|
2022
Q2 | $1.01M | Sell |
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|
2022
Q1 | $1.16M | Sell |
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|
2021
Q4 | $1.41M | Sell |
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|
2021
Q3 | $1.28M | Buy |
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|
2021
Q2 | $1.2M | Sell |
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|
2021
Q1 | $1.26M | Hold |
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|
2020
Q4 | $1.12M | Buy |
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|
2020
Q3 | $882K | Buy |
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|
2020
Q2 | $817K | Buy |
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|
2020
Q1 | $658K | Sell |
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|
2019
Q4 | $982K | Sell |
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|
2019
Q3 | $1.14M | Buy |
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|
2019
Q2 | $1.09M | Buy |
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|
2019
Q1 | $978K | Sell |
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|
2018
Q4 | $900K | Sell |
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|
2018
Q3 | $908K | Sell |
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|
2018
Q2 | $797K | Sell |
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|
2018
Q1 | $876K | Sell |
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|
2017
Q4 | $871K | Buy |
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|
2017
Q3 | $765K | Buy |
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|
2017
Q2 | $727K | Buy |
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|
2017
Q1 | $625K | Buy |
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|
2016
Q4 | $604K | Sell |
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|
2016
Q3 | $868K | Buy |
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|
2016
Q2 | $796K | Sell |
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|
2016
Q1 | $799K | Buy |
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