Modera 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 | $717K | Buy |
4,840
+17
| +0.4% | +$2.52K | 0.01% | 376 |
|
|
2025
Q1 | $759K | Buy |
4,823
+98
| +2% | +$15.4K | 0.01% | 362 |
|
|
2024
Q4 | $634K | Buy |
4,725
+266
| +6% | +$35.7K | 0.01% | 392 |
|
|
2024
Q3 | $623K | Hold |
4,459
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $591K | Buy |
4,459
+2
| +0% | +$265 | 0.01% | 369 |
|
|
2024
Q1 | $618K | Sell |
4,457
-2
| -0% | -$277 | 0.01% | 366 |
|
|
2023
Q4 | $583K | Hold |
4,459
| – | – | 0.01% | 353 |
|
|
2023
Q3 | $557K | Sell |
4,459
-45
| -1% | -$5.62K | 0.01% | 344 |
|
|
2023
Q2 | $624K | Buy |
4,504
+311
| +7% | +$43.1K | 0.01% | 351 |
|
|
2023
Q1 | $554K | Buy |
4,193
+322
| +8% | +$42.5K | 0.02% | 205 |
|
|
2022
Q4 | $496K | Hold |
3,871
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $412K | Sell |
3,871
-750
| -16% | -$79.8K | 0.02% | 208 |
|
|
2022
Q2 | $525K | Sell |
4,621
-7
| -0.2% | -$795 | 0.03% | 189 |
|
|
2022
Q1 | $549K | Sell |
4,628
-568
| -11% | -$67.4K | 0.02% | 198 |
|
|
2021
Q4 | $722K | Buy |
+5,196
| New | +$722K | 0.03% | 212 |
|