Shepherd Financial Partners’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 | $220K | Buy |
1,483
+4
| +0.3% | +$593 | 0.02% | 230 |
|
|
2025
Q1 | $233K | Buy |
+1,479
| New | +$233K | 0.03% | 217 |
|
|
2024
Q4 | – | Sell |
-1,473
| Closed | -$206K | – | 225 |
|
|
2024
Q3 | $206K | Buy |
+1,473
| New | +$206K | 0.02% | 211 |
|
|
2024
Q2 | – | Sell |
-1,466
| Closed | -$203K | – | 221 |
|
|
2024
Q1 | $203K | Buy |
+1,466
| New | +$203K | 0.03% | 210 |
|
|
2023
Q3 | – | Sell |
-1,491
| Closed | -$207K | – | 196 |
|
|
2023
Q2 | $207K | Sell |
1,491
-147
| -9% | -$20.4K | 0.03% | 182 |
|
|
2023
Q1 | $216K | Buy |
1,638
+3
| +0.2% | +$396 | 0.04% | 174 |
|
|
2022
Q4 | $209K | Buy |
+1,635
| New | +$209K | 0.04% | 166 |
|
|
2022
Q1 | – | Sell |
-2,085
| Closed | -$289K | – | 173 |
|
|
2021
Q4 | $289K | Sell |
2,085
-163
| -7% | -$22.6K | 0.05% | 136 |
|
|
2021
Q3 | $275K | Sell |
2,248
-84
| -4% | -$10.3K | 0.05% | 135 |
|
|
2021
Q2 | $268K | Sell |
2,332
-292
| -11% | -$33.6K | 0.05% | 133 |
|
|
2021
Q1 | $284K | Buy |
+2,624
| New | +$284K | 0.06% | 124 |
|