Heritage Trust’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $422K | Hold |
|
|||||
|
2025
Q1 | $448K | Hold |
|
|||||
|
2024
Q4 | $382K | Buy |
|
|||||
|
2024
Q2 | $378K | Hold |
|
|||||
|
2024
Q1 | $395K | Sell |
|
|||||
|
2023
Q4 | $414K | Buy |
|
|||||
|
2023
Q3 | $383K | Hold |
|
|||||
|
2023
Q2 | $425K | Buy |
|
|||||
|
2023
Q1 | $382K | Hold |
|
|||||
|
2022
Q4 | $370K | Buy |
|
|||||
|
2022
Q3 | $271K | Hold |
|
|||||
|
2022
Q2 | $290K | Hold |
|
|||||
|
2022
Q1 | $302K | Hold |
|
|||||
|
2021
Q4 | $354K | Hold |
|
|||||
|
2021
Q3 | $312K | Hold |
|
|||||
|
2021
Q2 | $293K | Hold |
|
|||||
|
2021
Q1 | $276K | Hold |
|
|||||
|
2020
Q4 | $277K | Hold |
|
|||||
|
2020
Q3 | $233K | Sell |
|
|||||
|
2020
Q2 | $293K | Hold |
|
|||||
|
2020
Q1 | $231K | Sell |
|
|||||
|
2019
Q4 | $353K | Sell |
|
|||||
|
2019
Q3 | $455K | Hold |
|
|||||
|
2019
Q2 | $444K | Hold |
|
|||||
|
2019
Q1 | $400K | Buy |
|
|||||
|
2018
Q4 | $276K | Hold |
|
|||||
|
2018
Q3 | $273K | Hold |
|
|||||
|
2018
Q2 | $235K | Hold |
|
|||||
|
2018
Q1 | $257K | Hold |
|
|||||
|
2017
Q4 | $245K | Hold |
|
|||||
|
2017
Q3 | $222K | Hold |
|
|||||
|
2017
Q2 | $222K | Buy |
|
|||||
|
2017
Q1 | $189K | Buy |
|