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Heritage Wealth Management (Ohio)’s Yum! Brands YUM Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio YUM Stock Details YUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$338K Sell
2,280
-320
-12% -$47.4K 0.11% 175
2025
Q1 		$409K Sell
2,600
-390
-13% -$61.4K 0.14% 157
2024
Q4 		$401K Hold
2,990
– – 0.13% 154
2024
Q3 		$418K Sell
2,990
-540
-15% -$75.4K 0.14% 155
2024
Q2 		$456K Buy
+3,530
New +$456K 0.15% 143