HBK Sorce Advisory’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 | $390K | Buy |
2,632
+19
| +0.7% | +$2.82K | 0.01% | 391 |
|
|
2025
Q1 | $411K | Sell |
2,613
-51
| -2% | -$8.03K | 0.01% | 374 |
|
|
2024
Q4 | $357K | Buy |
2,664
+69
| +3% | +$9.26K | 0.01% | 408 |
|
|
2024
Q3 | $363K | Sell |
2,595
-109
| -4% | -$15.2K | 0.01% | 414 |
|
|
2024
Q2 | $358K | Sell |
2,704
-52
| -2% | -$6.89K | 0.01% | 399 |
|
|
2024
Q1 | $382K | Sell |
2,756
-151
| -5% | -$20.9K | 0.01% | 399 |
|
|
2023
Q4 | $380K | Sell |
2,907
-306
| -10% | -$40K | 0.01% | 367 |
|
|
2023
Q3 | $401K | Sell |
3,213
-63
| -2% | -$7.87K | 0.02% | 350 |
|
|
2023
Q2 | $454K | Buy |
3,276
+124
| +4% | +$17.2K | 0.02% | 349 |
|
|
2023
Q1 | $416K | Sell |
3,152
-4,338
| -58% | -$573K | 0.02% | 366 |
|
|
2022
Q4 | $959K | Buy |
7,490
+4,900
| +189% | +$627K | 0.03% | 296 |
|
|
2022
Q3 | $275K | Buy |
2,590
+61
| +2% | +$6.48K | 0.02% | 382 |
|
|
2022
Q2 | $287K | Buy |
2,529
+86
| +4% | +$9.76K | 0.02% | 342 |
|
|
2022
Q1 | $290K | Buy |
2,443
+91
| +4% | +$10.8K | 0.02% | 406 |
|
|
2021
Q4 | $327K | Buy |
2,352
+61
| +3% | +$8.48K | 0.02% | 431 |
|
|
2021
Q3 | $280K | Buy |
2,291
+88
| +4% | +$10.8K | 0.02% | 463 |
|
|
2021
Q2 | $253K | Sell |
2,203
-42
| -2% | -$4.82K | 0.01% | 486 |
|
|
2021
Q1 | $243K | Buy |
2,245
+182
| +9% | +$19.7K | 0.01% | 462 |
|
|
2020
Q4 | $224K | Sell |
2,063
-390
| -16% | -$42.3K | 0.01% | 450 |
|
|
2020
Q3 | $224K | Buy |
+2,453
| New | +$224K | 0.02% | 401 |
|
|
2019
Q2 | – | Sell |
-2,119
| Closed | -$212K | – | 448 |
|
|
2019
Q1 | $212K | Buy |
+2,119
| New | +$212K | 0.02% | 400 |
|
|
2018
Q4 | – | Sell |
-2,249
| Closed | -$204K | – | 424 |
|
|
2018
Q3 | $204K | Buy |
+2,249
| New | +$204K | 0.02% | 375 |
|
|
2018
Q2 | – | Sell |
-2,408
| Closed | -$205K | – | 406 |
|
|
2018
Q1 | $205K | Sell |
2,408
-362
| -13% | -$30.8K | 0.03% | 353 |
|
|
2017
Q4 | $226K | Sell |
2,770
-546
| -16% | -$44.5K | 0.03% | 349 |
|
|
2017
Q3 | $244K | Buy |
+3,316
| New | +$244K | 0.04% | 274 |
|
|
2016
Q4 | – | Sell |
-4,788
| Closed | -$313K | – | 302 |
|
|
2016
Q3 | $313K | Buy |
4,788
+125
| +3% | +$8.17K | 0.06% | 204 |
|
|
2016
Q2 | $278K | Buy |
4,663
+267
| +6% | +$15.9K | 0.06% | 215 |
|
|
2016
Q1 | $259K | Buy |
+4,396
| New | +$259K | 0.06% | 206 |
|