GeoWealth 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 | $370K | Buy |
2,497
+1,020
| +69% | +$151K | 0.01% | 483 |
|
2025
Q1 | $232K | Sell |
1,477
-598
| -29% | -$94.1K | 0.01% | 615 |
|
2024
Q4 | $278K | Buy |
2,075
+10
| +0.5% | +$1.34K | 0.01% | 644 |
|
2024
Q3 | $289K | Sell |
2,065
-543
| -21% | -$75.9K | 0.01% | 616 |
|
2024
Q2 | $345K | Buy |
2,608
+265
| +11% | +$35.1K | 0.02% | 541 |
|
2024
Q1 | $325K | Buy |
+2,343
| New | +$325K | 0.01% | 553 |
|