Meridian 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
$990K Sell
6,683
-27
-0.4% -$4K 0.04% 308
2025
Q1
$1.06M Sell
6,710
-97
-1% -$15.3K 0.05% 283
2024
Q4
$913K Buy
6,807
+186
+3% +$25K 0.04% 303
2024
Q3
$925K Buy
+6,621
New +$925K 0.05% 296
2024
Q1
Sell
-6,554
Closed -$856K 595
2023
Q4
$856K Sell
6,554
-230
-3% -$30.1K 0.05% 284
2023
Q3
$848K Sell
6,784
-375
-5% -$46.9K 0.05% 263
2023
Q2
$992K Buy
7,159
+67
+0.9% +$9.28K 0.08% 201
2023
Q1
$937K Buy
7,092
+212
+3% +$28K 0.08% 216
2022
Q4
$881K Hold
6,880
0.09% 215
2022
Q3
$732K Sell
6,880
-4,886
-42% -$520K 0.08% 225
2022
Q2
$1.34M Buy
11,766
+674
+6% +$76.5K 0.11% 201
2022
Q1
$1.32M Buy
11,092
+4,584
+70% +$543K 0.14% 131
2021
Q4
$904K Hold
6,508
0.1% 166
2021
Q3
$796K Sell
6,508
-34
-0.5% -$4.16K 0.1% 171
2021
Q2
$753K Buy
6,542
+85
+1% +$9.78K 0.1% 176
2021
Q1
$699K Sell
6,457
-96
-1% -$10.4K 0.1% 172
2020
Q4
$711K Buy
+6,553
New +$711K 0.11% 152
2019
Q3
Sell
-1,250
Closed -$1.38K 520
2019
Q2
$1.38K Buy
+1,250
New +$1.38K 0.06% 248