Sequoia Financial 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 | $2.54M | Buy |
17,140
+3,318
| +24% | +$492K | 0.02% | 410 |
|
2025
Q1 | $2.18M | Buy |
13,822
+240
| +2% | +$37.8K | 0.02% | 411 |
|
2024
Q4 | $1.82M | Buy |
13,582
+267
| +2% | +$35.8K | 0.02% | 426 |
|
2024
Q3 | $1.86M | Sell |
13,315
-265
| -2% | -$37K | 0.02% | 392 |
|
2024
Q2 | $1.8M | Buy |
13,580
+564
| +4% | +$74.7K | 0.02% | 351 |
|
2024
Q1 | $1.8M | Sell |
13,016
-3,539
| -21% | -$491K | 0.02% | 345 |
|
2023
Q4 | $2.16M | Buy |
16,555
+4,191
| +34% | +$548K | 0.03% | 342 |
|
2023
Q3 | $1.54M | Buy |
12,364
+98
| +0.8% | +$12.2K | 0.03% | 265 |
|
2023
Q2 | $1.7M | Buy |
12,266
+222
| +2% | +$30.8K | 0.03% | 264 |
|
2023
Q1 | $1.59M | Buy |
12,044
+1,198
| +11% | +$158K | 0.04% | 241 |
|
2022
Q4 | $1.39M | Buy |
10,846
+8,576
| +378% | +$1.1M | 0.03% | 242 |
|
2022
Q3 | $241K | Buy |
2,270
+29
| +1% | +$3.08K | 0.01% | 449 |
|
2022
Q2 | $254K | Sell |
2,241
-7,551
| -77% | -$856K | 0.01% | 484 |
|
2022
Q1 | $1.16M | Buy |
9,792
+547
| +6% | +$64.9K | 0.03% | 238 |
|
2021
Q4 | $1.28M | Buy |
9,245
+1,584
| +21% | +$220K | 0.04% | 218 |
|
2021
Q3 | $937K | Sell |
7,661
-1,414
| -16% | -$173K | 0.1% | 110 |
|
2021
Q2 | $1.04M | Buy |
9,075
+211
| +2% | +$24.3K | 0.04% | 200 |
|
2021
Q1 | $959K | Buy |
8,864
+12
| +0.1% | +$1.3K | 0.04% | 194 |
|
2020
Q4 | $961K | Buy |
8,852
+48
| +0.5% | +$5.21K | 0.04% | 189 |
|
2020
Q3 | $804K | Buy |
8,804
+25
| +0.3% | +$2.28K | 0.04% | 185 |
|
2020
Q2 | $763K | Sell |
8,779
-26
| -0.3% | -$2.26K | 0.05% | 179 |
|
2020
Q1 | $603K | Sell |
8,805
-158
| -2% | -$10.8K | 0.04% | 172 |
|
2019
Q4 | $903K | Sell |
8,963
-137
| -2% | -$13.8K | 0.06% | 150 |
|
2019
Q3 | $1.03M | Buy |
9,100
+8
| +0.1% | +$907 | 0.07% | 128 |
|
2019
Q2 | $1.01M | Hold |
9,092
| – | – | 0.07% | 128 |
|
2019
Q1 | $907K | Hold |
9,092
| – | – | 0.07% | 126 |
|
2018
Q4 | $836K | Hold |
9,092
| – | – | 0.1% | 115 |
|
2018
Q3 | $827K | Hold |
9,092
| – | – | 0.08% | 122 |
|
2018
Q2 | $711K | Hold |
9,092
| – | – | 0.08% | 128 |
|
2018
Q1 | $774K | Buy |
9,092
+36
| +0.4% | +$3.07K | 0.08% | 123 |
|
2017
Q4 | $739K | Buy |
9,056
+143
| +2% | +$11.7K | 0.08% | 131 |
|
2017
Q3 | $656K | Sell |
8,913
-36,493
| -80% | -$2.69M | 0.08% | 130 |
|
2017
Q2 | $3.35M | Hold |
45,406
| – | – | 0.42% | 55 |
|
2017
Q1 | $2.9M | Sell |
45,406
-31,682
| -41% | -$2.02M | 0.37% | 57 |
|
2016
Q4 | $4.88M | Sell |
77,088
-30,047
| -28% | -$1.9M | 0.7% | 30 |
|
2016
Q3 | $6.99M | Sell |
107,135
-14
| -0% | -$914 | 1.3% | 18 |
|
2016
Q2 | $6.39M | Buy |
+107,149
| New | +$6.39M | 1.79% | 14 |
|