Richwood Investment Advisors’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 | $550K | Buy |
3,713
+200
| +6% | +$29.6K | 0.45% | 52 |
|
|
2025
Q1 | $553K | Buy |
3,513
+115
| +3% | +$18.1K | 0.47% | 54 |
|
|
2024
Q4 | $456K | Buy |
3,398
+376
| +12% | +$50.4K | 0.38% | 67 |
|
|
2024
Q3 | $422K | Hold |
3,022
| – | – | 0.35% | 72 |
|
|
2024
Q2 | $400K | Hold |
3,022
| – | – | 0.35% | 70 |
|
|
2024
Q1 | $419K | Hold |
3,022
| – | – | 0.37% | 69 |
|
|
2023
Q4 | $395K | Sell |
3,022
-140
| -4% | -$18.3K | 0.37% | 68 |
|
|
2023
Q3 | $395K | Sell |
3,162
-415
| -12% | -$51.9K | 0.4% | 68 |
|
|
2023
Q2 | $496K | Hold |
3,577
| – | – | 0.48% | 57 |
|
|
2023
Q1 | $472K | Hold |
3,577
| – | – | 0.47% | 61 |
|
|
2022
Q4 | $458K | Hold |
3,577
| – | – | 0.46% | 62 |
|
|
2022
Q3 | $380K | Hold |
3,577
| – | – | 0.42% | 69 |
|
|
2022
Q2 | $406K | Hold |
3,577
| – | – | 0.41% | 74 |
|
|
2022
Q1 | $424K | Buy |
3,577
+1,350
| +61% | +$160K | 0.38% | 76 |
|
|
2021
Q4 | $309K | Buy |
+2,227
| New | +$309K | 0.27% | 85 |
|