McClarren Financial 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
Q1 | – | Sell |
-898
| Closed | -$120K | – | 377 |
|
|
2024
Q4 | $120K | Buy |
+898
| New | +$120K | 0.34% | 48 |
|
|
2024
Q3 | – | Sell |
-264
| Closed | -$118K | – | 367 |
|
|
2024
Q2 | $118K | Sell |
264
-633
| -71% | -$283K | 0.08% | 97 |
|
|
2024
Q1 | $125K | Buy |
897
+1
| +0.1% | +$139 | 0.09% | 96 |
|
|
2023
Q4 | $117K | Buy |
896
+5
| +0.6% | +$653 | 0.09% | 97 |
|
|
2023
Q3 | $111K | Hold |
891
| – | – | 0.1% | 94 |
|
|
2023
Q2 | $123K | Buy |
891
+5
| +0.6% | +$690 | 0.1% | 92 |
|
|
2023
Q1 | $116K | Buy |
886
+3
| +0.3% | +$393 | 0.11% | 92 |
|
|
2022
Q4 | $113K | Buy |
883
+4
| +0.5% | +$512 | 0.11% | 96 |
|
|
2022
Q3 | $93K | Buy |
+879
| New | +$93K | 0.09% | 93 |
|
|
2022
Q2 | – | Sell |
-128
| Closed | -$15K | – | 298 |
|
|
2022
Q1 | $15K | Hold |
128
| – | – | 0.01% | 191 |
|
|
2021
Q4 | $18K | Buy |
128
+2
| +2% | +$281 | 0.01% | 198 |
|
|
2021
Q3 | $15K | Hold |
126
| – | – | 0.01% | 188 |
|
|
2021
Q2 | $14K | Hold |
126
| – | – | 0.01% | 207 |
|
|
2021
Q1 | $14K | Buy |
126
+1
| +0.8% | +$111 | 0.01% | 178 |
|
|
2020
Q4 | $13K | Buy |
+125
| New | +$13K | 0.01% | 159 |
|