SWA
SOA Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $165K | Sell |
1,114
-21
| -2% | -$3.11K | 0.03% | 215 |
|
|
2025
Q1 | $179K | Sell |
1,135
-159
| -12% | -$25K | 0.04% | 201 |
|
|
2024
Q4 | $174K | Sell |
1,294
-723
| -36% | -$97K | 0.03% | 198 |
|
|
2024
Q3 | $282K | Sell |
2,017
-28
| -1% | -$3.91K | 0.05% | 152 |
|
|
2024
Q2 | $271K | Sell |
2,045
-84
| -4% | -$11.1K | 0.05% | 150 |
|
|
2024
Q1 | $295K | Buy |
2,129
+8
| +0.4% | +$1.11K | 0.06% | 145 |
|
|
2023
Q4 | $277K | Buy |
2,121
+8
| +0.4% | +$1.05K | 0.06% | 145 |
|
|
2023
Q3 | $264K | Buy |
2,113
+8
| +0.4% | +$1K | 0.07% | 142 |
|
|
2023
Q2 | $292K | Sell |
2,105
-74
| -3% | -$10.3K | 0.07% | 133 |
|
|
2023
Q1 | $288K | Sell |
2,179
-4
| -0.2% | -$528 | 0.07% | 126 |
|
|
2022
Q4 | $280K | Buy |
2,183
+8
| +0.4% | +$1.03K | 0.08% | 125 |
|
|
2022
Q3 | $231K | Buy |
2,175
+8
| +0.4% | +$850 | 0.07% | 134 |
|
|
2022
Q2 | $245K | Sell |
2,167
-140
| -6% | -$15.8K | 0.07% | 128 |
|
|
2022
Q1 | $273K | Buy |
2,307
+9
| +0.4% | +$1.07K | 0.07% | 136 |
|
|
2021
Q4 | $318K | Buy |
2,298
+6
| +0.3% | +$830 | 0.08% | 127 |
|
|
2021
Q3 | $280K | Sell |
2,292
-51
| -2% | -$6.23K | 0.07% | 132 |
|
|
2021
Q2 | $269K | Sell |
2,343
-205
| -8% | -$23.5K | 0.07% | 131 |
|
|
2021
Q1 | $275K | Buy |
2,548
+180
| +8% | +$19.4K | 0.08% | 126 |
|
|
2020
Q4 | $248K | Buy |
+2,368
| New | +$248K | 0.07% | 123 |
|