Geneos Wealth Management’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 | $175K | Sell |
1,181
-1,129
| -49% | -$167K | ﹤0.01% | 1046 |
|
|
2025
Q1 | $363K | Buy |
2,310
+1,333
| +136% | +$210K | 0.01% | 1012 |
|
|
2024
Q4 | $131K | Sell |
977
-166
| -15% | -$22.3K | ﹤0.01% | 979 |
|
|
2024
Q3 | $160K | Buy |
1,143
+73
| +7% | +$10.2K | 0.01% | 833 |
|
|
2024
Q2 | $142K | Buy |
1,070
+150
| +16% | +$19.9K | 0.01% | 787 |
|
|
2024
Q1 | $127K | Buy |
920
+1
| +0.1% | +$139 | 0.01% | 800 |
|
|
2023
Q4 | $120K | Sell |
919
-237
| -21% | -$31K | 0.01% | 787 |
|
|
2023
Q3 | $144K | Hold |
1,156
| – | – | 0.01% | 766 |
|
|
2023
Q2 | $160K | Buy |
1,156
+195
| +20% | +$27K | 0.01% | 733 |
|
|
2023
Q1 | $127K | Sell |
961
-200
| -17% | -$26.4K | 0.01% | 775 |
|
|
2022
Q4 | $149K | Buy |
1,161
+102
| +10% | +$13.1K | 0.01% | 721 |
|
|
2022
Q3 | $112K | Sell |
1,059
-7,637
| -88% | -$808K | 0.01% | 770 |
|
|
2022
Q2 | $1.01M | Sell |
8,696
-1,063
| -11% | -$124K | 0.05% | 320 |
|
|
2022
Q1 | $1.16M | Sell |
9,759
-367
| -4% | -$43.5K | 0.05% | 319 |
|
|
2021
Q4 | $1.41M | Sell |
10,126
-253
| -2% | -$35.1K | 0.05% | 311 |
|
|
2021
Q3 | $1.28M | Buy |
10,379
+97
| +0.9% | +$12K | 0.05% | 320 |
|
|
2021
Q2 | $1.2M | Sell |
10,282
-263
| -2% | -$30.7K | 0.05% | 317 |
|
|
2021
Q1 | $1.26M | Hold |
10,545
| – | – | 0.04% | 371 |
|
|
2020
Q4 | $1.12M | Buy |
10,545
+884
| +9% | +$93.9K | 0.05% | 320 |
|
|
2020
Q3 | $882K | Buy |
9,661
+17
| +0.2% | +$1.55K | 0.05% | 312 |
|
|
2020
Q2 | $817K | Buy |
9,644
+64
| +0.7% | +$5.42K | 0.05% | 319 |
|
|
2020
Q1 | $658K | Sell |
9,580
-59
| -0.6% | -$4.05K | 0.04% | 326 |
|
|
2019
Q4 | $982K | Sell |
9,639
-492
| -5% | -$50.1K | 0.05% | 304 |
|
|
2019
Q3 | $1.14M | Buy |
10,131
+278
| +3% | +$31.4K | 0.07% | 249 |
|
|
2019
Q2 | $1.09M | Buy |
9,853
+55
| +0.6% | +$6.08K | 0.07% | 262 |
|
|
2019
Q1 | $978K | Sell |
9,798
-30
| -0.3% | -$2.99K | 0.06% | 271 |
|
|
2018
Q4 | $900K | Sell |
9,828
-167
| -2% | -$15.3K | 0.07% | 266 |
|
|
2018
Q3 | $908K | Sell |
9,995
-204
| -2% | -$18.5K | 0.06% | 278 |
|
|
2018
Q2 | $797K | Sell |
10,199
-97
| -0.9% | -$7.58K | 0.06% | 260 |
|
|
2018
Q1 | $876K | Sell |
10,296
-383
| -4% | -$32.6K | 0.08% | 230 |
|
|
2017
Q4 | $871K | Buy |
10,679
+283
| +3% | +$23.1K | 0.08% | 230 |
|
|
2017
Q3 | $765K | Buy |
10,396
+532
| +5% | +$39.1K | 0.08% | 233 |
|
|
2017
Q2 | $727K | Buy |
9,864
+70
| +0.7% | +$5.16K | 0.07% | 233 |
|
|
2017
Q1 | $625K | Buy |
9,794
+246
| +3% | +$15.7K | 0.07% | 230 |
|
|
2016
Q4 | $604K | Sell |
9,548
-3,753
| -28% | -$237K | 0.08% | 217 |
|
|
2016
Q3 | $868K | Buy |
13,301
+32
| +0.2% | +$2.09K | 0.12% | 178 |
|
|
2016
Q2 | $796K | Sell |
13,269
-252
| -2% | -$15.1K | 0.12% | 175 |
|
|
2016
Q1 | $799K | Buy |
+13,521
| New | +$799K | 0.12% | 170 |
|