Glassman Wealth Services’s Yum! Brands YUM Stock Holding History

Glassman Wealth Services’s Portfolio YUM Stock Details YUM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-593	Closed	-$77.5K	–	1879
2023 Q4	$77.5K	Buy	593 +29	+5%	+$3.79K	0.01%	349
2023 Q3	$70.4K	Buy	564 +112	+25%	+$14K	0.01%	341
2023 Q2	$62.6K	Buy	452 +5	+1%	+$693	0.01%	349
2023 Q1	$59K	Sell	447 -108	-19%	-$14.3K	0.01%	371
2022 Q4	$71.1K	Buy	555 +35	+7%	+$4.48K	0.01%	330
2022 Q3	$55K	Buy	520 +7	+1%	+$740	0.01%	367
2022 Q2	$58K	Sell	513 -44	-8%	-$4.98K	0.01%	362
2022 Q1	$66K	Buy	557 +117	+27%	+$13.9K	0.01%	342
2021 Q4	$61K	Sell	440 -447	-50%	-$62K	0.01%	334
2021 Q3	$108K	Buy	887 +7	+0.8%	+$852	0.02%	230
2021 Q2	$101K	Buy	880 +14	+2%	+$1.61K	0.02%	234
2021 Q1	$94K	Buy	866 +102	+13%	+$11.1K	0.02%	228
2020 Q4	$83K	Buy	764 +48	+7%	+$5.22K	0.02%	257
2020 Q3	$65K	Buy	716 +59	+9%	+$5.36K	0.02%	257
2020 Q2	$57K	Buy	657 +39	+6%	+$3.38K	0.02%	233
2020 Q1	$42K	Buy	618 +19	+3%	+$1.29K	0.02%	255
2019 Q4	$60K	Sell	599 -9	-1%	-$902	0.02%	232
2019 Q3	$69K	Buy	608 +1	+0.2%	+$113	0.03%	203
2019 Q2	$67K	Buy	607 +21	+4%	+$2.32K	0.03%	207
2019 Q1	$58K	Buy	586 +103	+21%	+$10.2K	0.03%	217
2018 Q4	$44K	Hold	483	–	–	0.02%	208
2018 Q3	$44K	Hold	483	–	–	0.02%	225
2018 Q2	$38K	Hold	483	–	–	0.02%	218
2018 Q1	$41K	Buy	483 +474	+5,267%	+$40.2K	0.03%	196
2017 Q4	$1K	Hold	9	–	–	﹤0.01%	629
2017 Q3	$1K	Buy	9 +6	+200%	+$667	﹤0.01%	516
2017 Q2	$0	Sell	3 -300	-99%	–	﹤0.01%	673
2017 Q1	$19K	Buy	303 +3	+1%	+$188	0.01%	265
2016 Q4	$19K	Buy	+300	New	+$19K	0.01%	279
2016 Q3	–	Sell	-417	Closed	-$25K	–	598
2016 Q2	$25K	Hold	417	–	–	0.02%	194
2016 Q1	$25K	Hold	417	–	–	0.02%	191
2015 Q4	$22K	Hold	417	–	–	0.02%	216
2015 Q3	$24K	Hold	417	–	–	0.02%	201
2015 Q2	$27K	Hold	417	–	–	0.02%	195
2015 Q1	$24K	Hold	417	–	–	0.02%	206
2014 Q4	$22K	Buy	+417	New	+$22K	0.02%	231