Perigon Wealth Management’s Yum! Brands YUM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	9,233 +157	+2%	+$24.9K	0.03%	444
2025 Q4	$1.37M	Buy	9,076 +29	+0.3%	+$4.3K	0.02%	456
2025 Q3	$1.38M	Sell	9,047 -2,653	-23%	-$391K	0.03%	431
2025 Q2	$1.73M	Buy	11,700 +135	+1%	+$19.7K	0.04%	360
2025 Q1	$1.82M	Buy	11,565 +152	+1%	+$21.9K	0.05%	323
2024 Q4	$1.44M	Buy	11,413 +660	+6%	+$89.3K	0.04%	359
2024 Q3	$1.5M	Buy	+10,753	New	+$1.43M	0.04%	331
2024 Q1	–	Sell	-8,003	Closed	-$1.05M	–	936
2023 Q4	$1.05M	Buy	8,003 +81	+1%	+$10.1K	0.03%	330
2023 Q3	$990K	Buy	7,922 +76	+1%	+$10K	0.04%	309
2023 Q2	$1.09M	Buy	7,846 +6,051	+337%	+$820K	0.04%	305
2023 Q1	$237K	Buy	1,795 +7	+0.4%	+$901	0.01%	620
2022 Q4	$229K	Buy	+1,788	New	+$217K	0.01%	617
2021 Q1	–	Sell	-563	Closed	-$61K	–	1061
2020 Q4	$61K	Buy	+563	New	+$57.5K	0.01%	692
2018 Q2	–	Sell	-200	Closed	-$17K	–	605
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