HWAM
Hennion & Walsh Asset Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Hold |
2,750
| – | – | 0.02% | 737 |
|
|
2025
Q1 | $433K | Hold |
2,750
| – | – | 0.02% | 678 |
|
|
2024
Q4 | $369K | Hold |
2,750
| – | – | 0.02% | 711 |
|
|
2024
Q3 | $385K | Hold |
2,750
| – | – | 0.02% | 679 |
|
|
2024
Q2 | $364K | Hold |
2,750
| – | – | 0.02% | 680 |
|
|
2024
Q1 | $381K | Hold |
2,750
| – | – | 0.02% | 637 |
|
|
2023
Q4 | $359K | Sell |
2,750
-5,704
| -67% | -$745K | 0.02% | 634 |
|
|
2023
Q3 | $1.06M | Sell |
8,454
-693
| -8% | -$86.6K | 0.07% | 346 |
|
|
2023
Q2 | $1.27M | Buy |
9,147
+344
| +4% | +$47.6K | 0.08% | 331 |
|
|
2023
Q1 | $1.16M | Sell |
8,803
-182
| -2% | -$24K | 0.07% | 331 |
|
|
2022
Q4 | $1.15M | Buy |
8,985
+612
| +7% | +$78.4K | 0.07% | 315 |
|
|
2022
Q3 | $890K | Buy |
8,373
+5,933
| +243% | +$631K | 0.06% | 355 |
|
|
2022
Q2 | $276K | Hold |
2,440
| – | – | 0.02% | 652 |
|
|
2022
Q1 | $289K | Hold |
2,440
| – | – | 0.02% | 665 |
|
|
2021
Q4 | $338K | Hold |
2,440
| – | – | 0.02% | 623 |
|
|
2021
Q3 | $298K | Hold |
2,440
| – | – | 0.02% | 635 |
|
|
2021
Q2 | $281K | Buy |
+2,440
| New | +$281K | 0.02% | 635 |
|