Paces Ferry Wealth 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
Q4 | – | Sell |
-1,383
| Closed | -$210K | – | 138 |
|
|
2025
Q3 | $210K | Sell |
1,383
-52
| -4% | -$7.66K | 0.09% | 122 |
|
|
2025
Q2 | $213K | Sell |
1,435
-76
| -5% | -$11.1K | 0.1% | 115 |
|
|
2025
Q1 | $238K | Sell |
1,511
-15
| -1% | -$2.16K | 0.12% | 107 |
|
|
2024
Q4 | $205K | Sell |
1,526
-73
| -5% | -$9.87K | 0.1% | 124 |
|
|
2024
Q3 | $223K | Sell |
1,599
-7
| -0.4% | -$931 | 0.13% | 108 |
|
|
2024
Q2 | $213K | Sell |
1,606
-35
| -2% | -$4.82K | 0.13% | 107 |
|
|
2024
Q1 | $228K | Sell |
1,641
-93
| -5% | -$12.4K | 0.15% | 98 |
|
|
2023
Q4 | $227K | Sell |
1,734
-22
| -1% | -$2.75K | 0.16% | 97 |
|
|
2023
Q3 | $219K | Sell |
1,756
-47
| -3% | -$6.18K | 0.17% | 94 |
|
|
2023
Q2 | $250K | Sell |
1,803
-8
| -0.4% | -$1.08K | 0.19% | 94 |
|
|
2023
Q1 | $239K | Sell |
1,811
-15
| -0.8% | -$1.93K | 0.19% | 98 |
|
|
2022
Q4 | $234K | Buy |
+1,826
| New | +$221K | 0.23% | 92 |
|
|
2022
Q3 | – | Sell |
-1,821
| Closed | -$207K | – | 103 |
|
|
2022
Q2 | $207K | Buy |
1,821
+7
| +0.4% | +$814 | 0.2% | 98 |
|
|
2022
Q1 | $215K | Sell |
1,814
-54
| -3% | -$6.65K | 0.17% | 114 |
|
|
2021
Q4 | $259K | Sell |
1,868
-89
| -5% | -$11.4K | 0.19% | 95 |
|
|
2021
Q3 | $239K | Sell |
1,957
-30
| -2% | -$3.81K | 0.19% | 105 |
|
|
2021
Q2 | $229K | Sell |
1,987
-32
| -2% | -$3.77K | 0.18% | 117 |
|
|
2021
Q1 | $218K | Sell |
2,019
-13
| -0.6% | -$1.38K | 0.19% | 113 |
|
|
2020
Q4 | $221K | Sell |
2,032
-149
| -7% | -$15.2K | 0.2% | 104 |
|
|
2020
Q3 | $199K | Buy |
+2,181
| New | +$201K | 0.17% | 102 |
|
Other funds holding YUM
