Great Valley Advisor Group’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 | – | Sell |
-2,930
| Closed | -$461K | – | 949 |
|
|
2025
Q1 | $461K | Sell |
2,930
-51
| -2% | -$8.02K | 0.01% | 610 |
|
|
2024
Q4 | $400K | Buy |
2,981
+161
| +6% | +$21.6K | 0.01% | 621 |
|
|
2024
Q3 | $394K | Sell |
2,820
-111
| -4% | -$15.5K | 0.01% | 619 |
|
|
2024
Q2 | $389K | Sell |
2,931
-15
| -0.5% | -$1.99K | 0.01% | 595 |
|
|
2024
Q1 | $408K | Sell |
2,946
-76
| -3% | -$10.5K | 0.01% | 538 |
|
|
2023
Q4 | $395K | Sell |
3,022
-645
| -18% | -$84.3K | 0.01% | 515 |
|
|
2023
Q3 | $458K | Buy |
3,667
+28
| +0.8% | +$3.5K | 0.02% | 454 |
|
|
2023
Q2 | $504K | Buy |
3,639
+194
| +6% | +$26.9K | 0.02% | 442 |
|
|
2023
Q1 | $455K | Sell |
3,445
-275
| -7% | -$36.3K | 0.02% | 456 |
|
|
2022
Q4 | $477K | Sell |
3,720
-70
| -2% | -$8.97K | 0.02% | 455 |
|
|
2022
Q3 | $403K | Sell |
3,790
-73
| -2% | -$7.76K | 0.02% | 468 |
|
|
2022
Q2 | $438K | Sell |
3,863
-474
| -11% | -$53.7K | 0.02% | 456 |
|
|
2022
Q1 | $522K | Sell |
4,337
-446
| -9% | -$53.7K | 0.03% | 380 |
|
|
2021
Q4 | $651K | Sell |
4,783
-13,565
| -74% | -$1.85M | 0.04% | 338 |
|
|
2021
Q3 | $2.24M | Buy |
18,348
+808
| +5% | +$98.8K | 0.15% | 158 |
|
|
2021
Q2 | $2.01M | Buy |
17,540
+2,785
| +19% | +$319K | 0.15% | 166 |
|
|
2021
Q1 | $1.6M | Buy |
14,755
+932
| +7% | +$101K | 0.15% | 147 |
|
|
2020
Q4 | $1.5M | Buy |
13,823
+577
| +4% | +$62.7K | 0.16% | 147 |
|
|
2020
Q3 | $1.21M | Buy |
13,246
+8,688
| +191% | +$794K | 0.15% | 153 |
|
|
2020
Q2 | $396K | Buy |
+4,558
| New | +$396K | 0.06% | 273 |
|
|
2019
Q4 | – | Sell |
-3,516
| Closed | -$399K | – | 368 |
|
|
2019
Q3 | $399K | Sell |
3,516
-37
| -1% | -$4.2K | 0.1% | 227 |
|
|
2019
Q2 | $392K | Buy |
+3,553
| New | +$392K | 0.1% | 216 |
|