SWM

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.1M	Hold	7,436	–	–	0.29%	37
2025 Q1	$1.17M	Sell	7,436 -2	-0%	-$315	0.31%	36
2024 Q4	$998K	Hold	7,438	–	–	0.27%	38
2024 Q3	$1.04M	Buy	7,438 +6	+0.1%	+$838	0.27%	38
2024 Q2	$984K	Sell	7,432 -32	-0.4%	-$4.24K	0.28%	37
2024 Q1	$1.03M	Sell	7,464 -5	-0.1%	-$693	0.3%	35
2023 Q4	$976K	Sell	7,469 -38	-0.5%	-$4.97K	0.3%	35
2023 Q3	$938K	Buy	7,507 +52	+0.7%	+$6.5K	0.33%	33
2023 Q2	$1.03M	Hold	7,455	–	–	0.35%	31
2023 Q1	$985K	Hold	7,455	–	–	0.35%	33
2022 Q4	$955K	Hold	7,455	–	–	0.35%	34
2022 Q3	$793K	Sell	7,455 -3	-0%	-$319	0.33%	37
2022 Q2	$849K	Sell	7,458 -7	-0.1%	-$797	0.34%	36
2022 Q1	$879K	Buy	7,465 +1	+0%	+$118	0.32%	36
2021 Q4	$1.04M	Buy	7,464 +259	+4%	+$35.9K	0.37%	34
2021 Q3	$891K	Hold	7,205	–	–	0.34%	35
2021 Q2	$966K	Hold	7,205	–	–	0.37%	34
2021 Q1	$779K	Hold	7,205	–	–	0.32%	36
2020 Q4	$782K	Hold	7,205	–	–	0.34%	35
2020 Q3	$658K	Hold	7,205	–	–	0.35%	38
2020 Q2	$626K	Hold	7,205	–	–	0.37%	35
2020 Q1	$494K	Hold	7,205	–	–	0.34%	40
2019 Q4	$726K	Hold	7,205	–	–	0.39%	39
2019 Q3	$817K	Hold	7,205	–	–	0.47%	37
2019 Q2	$797K	Hold	7,205	–	–	0.51%	35
2019 Q1	$719K	Hold	7,205	–	–	0.54%	30
2018 Q4	$662K	Hold	7,205	–	–	0.51%	33
2018 Q3	$655K	Hold	7,205	–	–	0.51%	26
2018 Q2	$564K	Hold	7,205	–	–	0.5%	25
2018 Q1	$613K	Hold	7,205	–	–	0.53%	26
2017 Q4	$588K	Buy	+7,205	New	+$588K	0.55%	25