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