Lipe & Dalton’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 | $4.15M | Sell |
28,002
-1,330
| -5% | -$197K | 2.24% | 14 |
|
|
2025
Q1 | $4.62M | Buy |
29,332
+120
| +0.4% | +$18.9K | 2.58% | 12 |
|
|
2024
Q4 | $3.92M | Sell |
29,212
-290
| -1% | -$38.9K | 2.08% | 14 |
|
|
2024
Q3 | $4.12M | Sell |
29,502
-85
| -0.3% | -$11.9K | 2.08% | 14 |
|
|
2024
Q2 | $3.92M | Sell |
29,587
-1,410
| -5% | -$187K | 2.11% | 14 |
|
|
2024
Q1 | $4.3M | Hold |
30,997
| – | – | 2.22% | 16 |
|
|
2023
Q4 | $4.05M | Hold |
30,997
| – | – | 2.2% | 16 |
|
|
2023
Q3 | $3.87M | Sell |
30,997
-60
| -0.2% | -$7.5K | 2.33% | 14 |
|
|
2023
Q2 | $4.3M | Sell |
31,057
-360
| -1% | -$49.9K | 2.45% | 12 |
|
|
2023
Q1 | $4.15M | Sell |
31,417
-1,145
| -4% | -$151K | 2.38% | 14 |
|
|
2022
Q4 | $4.17M | Buy |
32,562
+110
| +0.3% | +$14.1K | 2.4% | 16 |
|
|
2022
Q3 | $3.45M | Hold |
32,452
| – | – | 2.16% | 17 |
|
|
2022
Q2 | $3.68M | Sell |
32,452
-80
| -0.2% | -$9.08K | 2.16% | 18 |
|
|
2022
Q1 | $3.86M | Hold |
32,532
| – | – | 1.88% | 21 |
|
|
2021
Q4 | $4.52M | Buy |
32,532
+20
| +0.1% | +$2.78K | 2.14% | 15 |
|
|
2021
Q3 | $3.98M | Buy |
32,512
+1,600
| +5% | +$196K | 2.04% | 18 |
|
|
2021
Q2 | $3.56M | Buy |
30,912
+140
| +0.5% | +$16.1K | 1.85% | 19 |
|
|
2021
Q1 | $3.33M | Buy |
+30,772
| New | +$3.33M | 1.85% | 22 |
|