PWM
PBMares Wealth Management’s Yum! Brands YUM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $211K | Hold |
1,427
| – | – | 0.04% | 176 |
|
2025
Q1 | $225K | Buy |
+1,427
| New | +$225K | 0.05% | 177 |
|
2023
Q3 | – | Sell |
-1,643
| Closed | -$228K | – | 171 |
|
2023
Q2 | $228K | Sell |
1,643
-79
| -5% | -$10.9K | 0.08% | 155 |
|
2023
Q1 | $227K | Hold |
1,722
| – | – | 0.08% | 157 |
|
2022
Q4 | $221K | Buy |
+1,722
| New | +$221K | 0.09% | 152 |
|