IFP 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 | $701K | Sell |
4,465
-8,020
| -64% | -$1.26M | 0.02% | 709 |
|
2025
Q1 | $1.97M | Buy |
12,485
+7,959
| +176% | +$1.26M | 0.06% | 355 |
|
2024
Q4 | $614K | Buy |
4,526
+555
| +14% | +$75.3K | 0.02% | 664 |
|
2024
Q3 | $555K | Sell |
3,971
-211
| -5% | -$29.5K | 0.02% | 661 |
|
2024
Q2 | $554K | Buy |
4,182
+570
| +16% | +$75.5K | 0.02% | 624 |
|
2024
Q1 | $501K | Sell |
3,612
-380
| -10% | -$52.7K | 0.02% | 611 |
|
2023
Q4 | $522K | Sell |
3,992
-36
| -0.9% | -$4.7K | 0.02% | 573 |
|
2023
Q3 | $503K | Buy |
4,028
+877
| +28% | +$110K | 0.02% | 587 |
|
2023
Q2 | $437K | Buy |
3,151
+1,280
| +68% | +$177K | 0.02% | 702 |
|
2023
Q1 | $154K | Sell |
1,871
-1,318
| -41% | -$108K | 0.01% | 1055 |
|
2022
Q4 | $265K | Sell |
3,189
-229
| -7% | -$19K | 0.01% | 1196 |
|
2022
Q3 | $286K | Buy |
3,418
+193
| +6% | +$16.1K | 0.01% | 1222 |
|
2022
Q2 | $269K | Hold |
3,225
| – | – | 0.01% | 1138 |
|
2022
Q1 | $269K | Buy |
3,225
+1,271
| +65% | +$106K | 0.01% | 1138 |
|
2021
Q4 | $271K | Hold |
1,954
| – | – | 0.01% | 810 |
|
2021
Q3 | $237K | Sell |
1,954
-8,278
| -81% | -$1M | ﹤0.01% | 844 |
|
2021
Q2 | $1.17M | Buy |
10,232
+67
| +0.7% | +$7.66K | 0.02% | 347 |
|
2021
Q1 | $1.1M | Sell |
10,165
-997
| -9% | -$108K | 0.02% | 349 |
|
2020
Q4 | $1.21M | Buy |
11,162
+8,624
| +340% | +$938K | 0.05% | 299 |
|
2020
Q3 | $233K | Sell |
2,538
-282
| -10% | -$25.9K | 0.01% | 649 |
|
2020
Q2 | $245K | Buy |
2,820
+65
| +2% | +$5.65K | 0.02% | 596 |
|
2020
Q1 | $210K | Sell |
2,755
-237
| -8% | -$18.1K | 0.02% | 565 |
|
2019
Q4 | $304K | Sell |
2,992
-2,400
| -45% | -$244K | 0.02% | 555 |
|
2019
Q3 | $608K | Buy |
+5,392
| New | +$608K | 0.04% | 441 |
|
2019
Q1 | $58K | Sell |
580
-5,074
| -90% | -$507K | 0.01% | 907 |
|
2018
Q4 | $518K | Sell |
5,654
-4,023
| -42% | -$369K | 0.03% | 543 |
|
2018
Q3 | $880K | Sell |
9,677
-1,760
| -15% | -$160K | 0.04% | 465 |
|
2018
Q2 | $895K | Sell |
11,437
-1,263
| -10% | -$98.8K | 0.04% | 452 |
|
2018
Q1 | $1.04M | Hold |
12,700
| – | – | 0.05% | 386 |
|
2017
Q4 | $1.04M | Sell |
12,700
-4,936
| -28% | -$403K | 0.05% | 384 |
|
2017
Q3 | $1.3M | Buy |
17,636
+606
| +4% | +$44.6K | 0.05% | 366 |
|
2017
Q2 | $1.26M | Buy |
17,030
+1,448
| +9% | +$107K | 0.05% | 369 |
|
2017
Q1 | $996K | Buy |
15,582
+2,666
| +21% | +$170K | 0.04% | 427 |
|
2016
Q4 | $818K | Sell |
12,916
-3,930
| -23% | -$249K | 0.04% | 445 |
|
2016
Q3 | $1.1M | Sell |
16,846
-291
| -2% | -$19K | 0.06% | 333 |
|
2016
Q2 | $1.02M | Buy |
17,137
+16,330
| +2,024% | +$974K | 0.06% | 348 |
|
2016
Q1 | $58K | Sell |
807
-8,828
| -92% | -$634K | 0.01% | 907 |
|
2015
Q4 | $506K | Buy |
+9,635
| New | +$506K | 0.03% | 495 |
|