IAA
Independent Advisor Alliance’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
8,774
+1,155
| +15% | +$171K | 0.04% | 358 |
|
|
2025
Q1 | $1.2M | Buy |
7,619
+439
| +6% | +$69.1K | 0.04% | 343 |
|
|
2024
Q4 | $963K | Buy |
7,180
+176
| +3% | +$23.6K | 0.01% | 739 |
|
|
2024
Q3 | $979K | Sell |
7,004
-26
| -0.4% | -$3.63K | 0.04% | 336 |
|
|
2024
Q2 | $931K | Buy |
7,030
+533
| +8% | +$70.6K | 0.03% | 338 |
|
|
2024
Q1 | $901K | Sell |
6,497
-2,024
| -24% | -$281K | 0.03% | 340 |
|
|
2023
Q4 | $1.11M | Sell |
8,521
-128
| -1% | -$16.7K | 0.04% | 288 |
|
|
2023
Q3 | $1.08M | Buy |
8,649
+122
| +1% | +$15.2K | 0.05% | 282 |
|
|
2023
Q2 | $1.18M | Sell |
8,527
-244
| -3% | -$33.8K | 0.05% | 273 |
|
|
2023
Q1 | $1.16M | Buy |
+8,771
| New | +$1.16M | 0.06% | 274 |
|
|
2022
Q4 | – | Sell |
-8,914
| Closed | -$948K | – | 639 |
|
|
2022
Q3 | $948K | Sell |
8,914
-2,379
| -21% | -$253K | 0.06% | 269 |
|
|
2022
Q2 | $1.28M | Buy |
11,293
+3
| +0% | +$341 | 0.07% | 224 |
|
|
2022
Q1 | $1.34M | Sell |
11,290
-140
| -1% | -$16.6K | 0.06% | 236 |
|
|
2021
Q4 | $1.59M | Sell |
11,430
-123
| -1% | -$17.1K | 0.08% | 196 |
|
|
2021
Q3 | $1.41M | Buy |
11,553
+1,432
| +14% | +$175K | 0.08% | 208 |
|
|
2021
Q2 | $1.16M | Sell |
10,121
-368
| -4% | -$42.3K | 0.06% | 246 |
|
|
2021
Q1 | $1.14M | Buy |
10,489
+2
| +0% | +$216 | 0.07% | 234 |
|
|
2020
Q4 | $1.14M | Buy |
10,487
+1,568
| +18% | +$170K | 0.08% | 192 |
|
|
2020
Q3 | $814K | Sell |
8,919
-830
| -9% | -$75.8K | 0.06% | 217 |
|
|
2020
Q2 | $847K | Sell |
9,749
-482
| -5% | -$41.9K | 0.09% | 183 |
|
|
2020
Q1 | $701K | Sell |
10,231
-5,330
| -34% | -$365K | 0.1% | 164 |
|
|
2019
Q4 | $1.57M | Sell |
15,561
-2,219
| -12% | -$224K | 0.07% | 282 |
|
|
2019
Q3 | $1.97M | Sell |
17,780
-300
| -2% | -$33.2K | 0.24% | 94 |
|
|
2019
Q2 | $1.62M | Sell |
18,080
-1,897
| -9% | -$170K | 0.23% | 90 |
|
|
2019
Q1 | $1.99M | Buy |
19,977
+3,123
| +19% | +$312K | 0.28% | 84 |
|
|
2018
Q4 | $1.56M | Buy |
16,854
+3,992
| +31% | +$369K | 0.28% | 83 |
|
|
2018
Q3 | $1.03M | Sell |
12,862
-494
| -4% | -$39.7K | 0.19% | 117 |
|
|
2018
Q2 | $934K | Buy |
13,356
+1,522
| +13% | +$106K | 0.19% | 123 |
|
|
2018
Q1 | $991K | Buy |
11,834
+535
| +5% | +$44.8K | 0.22% | 107 |
|
|
2017
Q4 | $937K | Buy |
11,299
+924
| +9% | +$76.6K | 0.21% | 120 |
|
|
2017
Q3 | $788K | Sell |
10,375
-6,101
| -37% | -$463K | 0.22% | 115 |
|
|
2017
Q2 | $669K | Buy |
16,476
+10,730
| +187% | +$436K | 0.21% | 112 |
|
|
2017
Q1 | $367K | Buy |
+5,746
| New | +$367K | 0.06% | 268 |
|