Novak & Powell Financial Services’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 | $222K | Buy |
1,495
+5
| +0.3% | +$741 | 0.15% | 134 |
|
2025
Q1 | $235K | Buy |
+1,490
| New | +$235K | 0.15% | 135 |
|
2024
Q4 | – | Sell |
-1,481
| Closed | -$207K | – | 166 |
|
2024
Q3 | $207K | Sell |
1,481
-196
| -12% | -$27.4K | 0.12% | 149 |
|
2024
Q2 | $222K | Buy |
1,677
+6
| +0.4% | +$795 | 0.14% | 134 |
|
2024
Q1 | $232K | Buy |
1,671
+1
| +0.1% | +$139 | 0.17% | 120 |
|
2023
Q4 | $218K | Buy |
+1,670
| New | +$218K | 0.15% | 127 |
|