Kingswood Wealth 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 | $464K | Sell |
3,128
-24
| -0.8% | -$3.56K | 0.04% | 435 |
|
|
2025
Q1 | $496K | Sell |
3,152
-209
| -6% | -$32.9K | 0.05% | 397 |
|
|
2024
Q4 | $451K | Sell |
3,361
-1,889
| -36% | -$253K | 0.03% | 470 |
|
|
2024
Q3 | $734K | Buy |
5,250
+2,334
| +80% | +$326K | 0.05% | 358 |
|
|
2024
Q2 | $386K | Buy |
2,916
+376
| +15% | +$49.8K | 0.03% | 451 |
|
|
2024
Q1 | $352K | Buy |
2,540
+443
| +21% | +$61.4K | 0.04% | 434 |
|
|
2023
Q4 | $274K | Buy |
+2,097
| New | +$274K | 0.03% | 506 |
|