Moneta Group Investment Advisors’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $688K | Buy |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $635K | Buy |
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|
2024
Q3 | $540K | Buy |
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|
2024
Q2 | $448K | Sell |
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|
2024
Q1 | $523K | Buy |
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|
2023
Q4 | $335K | Buy |
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|
2023
Q3 | $311K | Buy |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $209K | Buy |
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|
2022
Q4 | $203K | Sell |
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|
2022
Q3 | $230K | Sell |
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|
2022
Q2 | $373K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $1.04M | Buy |
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|
2018
Q1 | $608K | Sell |
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|
2017
Q4 | $615K | Hold |
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|
2017
Q3 | $555K | Buy |
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|
2017
Q2 | $381K | Hold |
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|
2017
Q1 | $330K | Sell |
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|
2016
Q4 | $343K | Sell |
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|
2016
Q3 | $469K | Hold |
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|
2016
Q2 | $429K | Hold |
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|
2016
Q1 | $423K | Hold |
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|
2015
Q4 | $378K | Hold |
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|
2015
Q3 | $413K | Hold |
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|
2015
Q2 | $466K | Buy |
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