Oxler Private Wealth’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 | $321K | Sell |
2,169
-205
| -9% | -$30.4K | 0.1% | 72 |
|
|
2025
Q1 | $374K | Buy |
2,374
+10
| +0.4% | +$1.57K | 0.13% | 68 |
|
|
2024
Q4 | $317K | Sell |
2,364
-90
| -4% | -$12.1K | 0.1% | 73 |
|
|
2024
Q3 | $343K | Buy |
2,454
+11
| +0.5% | +$1.54K | 0.12% | 72 |
|
|
2024
Q2 | $324K | Buy |
2,443
+11
| +0.5% | +$1.46K | 0.12% | 69 |
|
|
2024
Q1 | $337K | Buy |
2,432
+11
| +0.5% | +$1.53K | 0.13% | 68 |
|
|
2023
Q4 | $316K | Sell |
2,421
-4,134
| -63% | -$540K | 0.26% | 54 |
|
|
2023
Q3 | $820K | Buy |
6,555
+23
| +0.4% | +$2.88K | 0.41% | 49 |
|
|
2023
Q2 | $905K | Buy |
6,532
+30
| +0.5% | +$4.16K | 0.43% | 49 |
|
|
2023
Q1 | $859K | Buy |
6,502
+29
| +0.4% | +$3.83K | 0.42% | 53 |
|
|
2022
Q4 | $829K | Buy |
6,473
+33
| +0.5% | +$4.23K | 0.45% | 54 |
|
|
2022
Q3 | $685K | Buy |
6,440
+27
| +0.4% | +$2.87K | 0.38% | 61 |
|
|
2022
Q2 | $728K | Buy |
6,413
+30
| +0.5% | +$3.41K | 0.35% | 65 |
|
|
2022
Q1 | $756K | Buy |
6,383
+30
| +0.5% | +$3.55K | 0.34% | 71 |
|
|
2021
Q4 | $882K | Buy |
6,353
+23
| +0.4% | +$3.19K | 0.37% | 69 |
|
|
2021
Q3 | $774K | Hold |
6,330
| – | – | 0.34% | 80 |
|
|
2021
Q2 | $728K | Hold |
6,330
| – | – | 0.32% | 85 |
|
|
2021
Q1 | $684K | Hold |
6,330
| – | – | 0.35% | 76 |
|
|
2020
Q4 | $687K | Buy |
+6,330
| New | +$687K | 0.39% | 60 |
|