HHGA
Halbert Hargrove Global Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Sell |
246
-1
| -0.4% | -$148 | ﹤0.01% | 151 |
|
|
2025
Q1 | $38.8K | Buy |
247
+1
| +0.4% | +$157 | ﹤0.01% | 149 |
|
|
2024
Q4 | $33K | Buy |
+246
| New | +$33K | ﹤0.01% | 159 |
|
|
2023
Q4 | – | Sell |
-1,837
| Closed | -$230K | – | 104 |
|
|
2023
Q3 | $230K | Buy |
1,837
+5
| +0.3% | +$625 | 0.02% | 82 |
|
|
2023
Q2 | $254K | Sell |
1,832
-411
| -18% | -$57K | 0.02% | 73 |
|
|
2023
Q1 | $296K | Buy |
2,243
+85
| +4% | +$11.2K | 0.02% | 107 |
|
|
2022
Q4 | $276K | Sell |
2,158
-22
| -1% | -$2.82K | 0.02% | 107 |
|
|
2022
Q3 | $232K | Buy |
2,180
+40
| +2% | +$4.26K | 0.02% | 123 |
|
|
2022
Q2 | $243K | Buy |
2,140
+46
| +2% | +$5.22K | 0.02% | 127 |
|
|
2022
Q1 | $248K | Buy |
2,094
+6
| +0.3% | +$711 | 0.02% | 131 |
|
|
2021
Q4 | $290K | Buy |
2,088
+16
| +0.8% | +$2.22K | 0.02% | 117 |
|
|
2021
Q3 | $254K | Buy |
2,072
+9
| +0.4% | +$1.1K | 0.02% | 119 |
|
|
2021
Q2 | $238K | Sell |
2,063
-14
| -0.7% | -$1.62K | 0.02% | 127 |
|
|
2021
Q1 | $225K | Buy |
+2,077
| New | +$225K | 0.02% | 115 |
|
|
2014
Q3 | – | Sell |
-3,861
| Closed | -$314K | – | 161 |
|
|
2014
Q2 | $314K | Sell |
3,861
-55
| -1% | -$4.47K | 0.09% | 81 |
|
|
2014
Q1 | $295K | Sell |
3,916
-50
| -1% | -$3.77K | 0.09% | 86 |
|
|
2013
Q4 | $300K | Sell |
3,966
-856
| -18% | -$64.8K | 0.09% | 91 |
|
|
2013
Q3 | $344K | Sell |
4,822
-871
| -15% | -$62.1K | 0.11% | 64 |
|
|
2013
Q2 | $395K | Buy |
+5,693
| New | +$395K | 0.14% | 53 |
|