Perigon Wealth Management’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 | $1.73M | Buy |
11,700
+135
| +1% | +$20K | 0.04% | 360 |
|
|
2025
Q1 | $1.82M | Buy |
11,565
+152
| +1% | +$23.9K | 0.05% | 323 |
|
|
2024
Q4 | $1.44M | Buy |
11,413
+660
| +6% | +$83.3K | 0.04% | 359 |
|
|
2024
Q3 | $1.5M | Buy |
+10,753
| New | +$1.5M | 0.04% | 327 |
|
|
2024
Q1 | – | Sell |
-8,003
| Closed | -$1.05M | – | 929 |
|
|
2023
Q4 | $1.05M | Buy |
8,003
+81
| +1% | +$10.6K | 0.03% | 330 |
|
|
2023
Q3 | $990K | Buy |
7,922
+76
| +1% | +$9.5K | 0.04% | 309 |
|
|
2023
Q2 | $1.09M | Buy |
7,846
+6,051
| +337% | +$838K | 0.04% | 305 |
|
|
2023
Q1 | $237K | Buy |
1,795
+7
| +0.4% | +$924 | 0.01% | 620 |
|
|
2022
Q4 | $229K | Buy |
+1,788
| New | +$229K | 0.01% | 617 |
|
|
2021
Q1 | – | Sell |
-563
| Closed | -$61K | – | 1047 |
|
|
2020
Q4 | $61K | Buy |
+563
| New | +$61K | 0.01% | 686 |
|
|
2018
Q2 | – | Sell |
-200
| Closed | -$17K | – | 604 |
|
|
2018
Q1 | $17K | Hold |
200
| – | – | 0.01% | 462 |
|
|
2017
Q4 | $16K | Hold |
200
| – | – | 0.01% | 445 |
|
|
2017
Q3 | $15K | Buy |
+200
| New | +$15K | ﹤0.01% | 475 |
|