JGP Wealth Management’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 | $427K | Buy |
2,880
+700
| +32% | +$104K | 0.05% | 142 |
|
|
2025
Q1 | $343K | Hold |
2,180
| – | – | 0.05% | 147 |
|
|
2024
Q4 | $292K | Sell |
2,180
-3
| -0.1% | -$402 | 0.04% | 154 |
|
|
2024
Q3 | $305K | Buy |
2,183
+3
| +0.1% | +$419 | 0.04% | 149 |
|
|
2024
Q2 | $289K | Hold |
2,180
| – | – | 0.04% | 148 |
|
|
2024
Q1 | $302K | Hold |
2,180
| – | – | 0.04% | 144 |
|
|
2023
Q4 | $285K | Hold |
2,180
| – | – | 0.04% | 145 |
|
|
2023
Q3 | $272K | Hold |
2,180
| – | – | 0.05% | 135 |
|
|
2023
Q2 | $302K | Sell |
2,180
-44
| -2% | -$6.1K | 0.05% | 129 |
|
|
2023
Q1 | $294K | Buy |
2,224
+40
| +2% | +$5.28K | 0.05% | 124 |
|
|
2022
Q4 | $280K | Buy |
2,184
+4
| +0.2% | +$512 | 0.05% | 132 |
|
|
2022
Q3 | $237K | Hold |
2,180
| – | – | 0.05% | 135 |
|
|
2022
Q2 | $255K | Hold |
2,180
| – | – | 0.05% | 131 |
|
|
2022
Q1 | $260K | Sell |
2,180
-3
| -0.1% | -$358 | 0.05% | 143 |
|
|
2021
Q4 | $296K | Buy |
2,183
+3
| +0.1% | +$407 | 0.06% | 142 |
|
|
2021
Q3 | $267K | Sell |
2,180
-12
| -0.5% | -$1.47K | 0.06% | 136 |
|
|
2021
Q2 | $252K | Hold |
2,192
| – | – | 0.05% | 140 |
|
|
2021
Q1 | $237K | Hold |
2,192
| – | – | 0.05% | 137 |
|
|
2020
Q4 | $226K | Hold |
2,192
| – | – | 0.05% | 137 |
|
|
2020
Q3 | $206K | Buy |
+2,192
| New | +$206K | 0.05% | 129 |
|
|
2020
Q1 | – | Sell |
-2,192
| Closed | -$223K | – | 142 |
|
|
2019
Q4 | $223K | Sell |
2,192
-12
| -0.5% | -$1.22K | 0.07% | 125 |
|
|
2019
Q3 | $248K | Buy |
2,204
+24
| +1% | +$2.7K | 0.09% | 114 |
|
|
2019
Q2 | $241K | Hold |
2,180
| – | – | 0.09% | 117 |
|
|
2019
Q1 | $218K | Hold |
2,180
| – | – | 0.08% | 118 |
|
|
2018
Q4 | $200K | Buy |
+2,180
| New | +$200K | 0.08% | 115 |
|