J.W. Cole 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 | $1.55M | Buy |
10,440
+1,538
| +17% | +$228K | 0.03% | 508 |
|
|
2025
Q1 | $1.4M | Buy |
8,902
+5,264
| +145% | +$828K | 0.04% | 421 |
|
|
2024
Q4 | $488K | Sell |
3,638
-134
| -4% | -$18K | 0.02% | 604 |
|
|
2024
Q3 | $527K | Buy |
3,772
+624
| +20% | +$87.2K | 0.02% | 576 |
|
|
2024
Q2 | $417K | Buy |
3,148
+961
| +44% | +$127K | 0.02% | 574 |
|
|
2024
Q1 | $303K | Hold |
2,187
| – | – | 0.02% | 691 |
|
|
2023
Q4 | $286K | Sell |
2,187
-110
| -5% | -$14.4K | 0.02% | 667 |
|
|
2023
Q3 | $287K | Sell |
2,297
-53
| -2% | -$6.62K | 0.02% | 574 |
|
|
2023
Q2 | $326K | Sell |
2,350
-1,755
| -43% | -$243K | 0.02% | 548 |
|
|
2023
Q1 | $542K | Sell |
4,105
-3,406
| -45% | -$450K | 0.04% | 427 |
|
|
2022
Q4 | $962K | Buy |
7,511
+4,006
| +114% | +$513K | 0.07% | 273 |
|
|
2022
Q3 | $373K | Buy |
3,505
+353
| +11% | +$37.6K | 0.03% | 468 |
|
|
2022
Q2 | $358K | Buy |
3,152
+680
| +28% | +$77.2K | 0.03% | 496 |
|
|
2022
Q1 | $293K | Sell |
2,472
-355
| -13% | -$42.1K | 0.02% | 630 |
|
|
2021
Q4 | $393K | Buy |
2,827
+351
| +14% | +$48.8K | 0.03% | 553 |
|
|
2021
Q3 | $303K | Sell |
2,476
-47
| -2% | -$5.75K | 0.02% | 354 |
|
|
2021
Q2 | $290K | Sell |
2,523
-128
| -5% | -$14.7K | 0.02% | 589 |
|
|
2021
Q1 | $287K | Buy |
2,651
+80
| +3% | +$8.66K | 0.03% | 528 |
|
|
2020
Q4 | $279K | Sell |
2,571
-6,328
| -71% | -$687K | 0.03% | 498 |
|
|
2020
Q3 | $813K | Buy |
+8,899
| New | +$813K | 0.06% | 297 |
|