Heritage Wealth Advisors’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 | $16.7K | Hold |
113
| – | – | ﹤0.01% | 384 |
|
|
2025
Q1 | $17.8K | Sell |
113
-5
| -4% | -$787 | ﹤0.01% | 378 |
|
|
2024
Q4 | $15.8K | Buy |
118
+1
| +0.9% | +$134 | ﹤0.01% | 406 |
|
|
2024
Q3 | $16.3K | Buy |
117
+4
| +4% | +$559 | ﹤0.01% | 413 |
|
|
2024
Q2 | $15K | Buy |
+113
| New | +$15K | ﹤0.01% | 402 |
|
|
2022
Q1 | – | Sell |
-510
| Closed | -$71K | – | 566 |
|
|
2021
Q4 | $71K | Hold |
510
| – | – | ﹤0.01% | 294 |
|
|
2021
Q3 | $62.4K | Hold |
510
| – | – | ﹤0.01% | 299 |
|
|
2021
Q2 | $58.7K | Hold |
510
| – | – | ﹤0.01% | 311 |
|
|
2021
Q1 | $55.2K | Hold |
510
| – | – | ﹤0.01% | 324 |
|
|
2020
Q4 | $55K | Buy |
+510
| New | +$55K | ﹤0.01% | 312 |
|
|
2020
Q2 | – | Sell |
-266
| Closed | -$18.2K | – | 454 |
|
|
2020
Q1 | $18.2K | Buy |
+266
| New | +$18.2K | ﹤0.01% | 333 |
|