Souders 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 | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-23,758
| Closed | -$3.29M | – | 174 |
|
2024
Q1 | $3.29M | Buy |
23,758
+549
| +2% | +$76.1K | 0.52% | 56 |
|
2023
Q4 | $3.03M | Buy |
23,209
+328
| +1% | +$42.9K | 0.52% | 57 |
|
2023
Q3 | $2.86M | Buy |
22,881
+494
| +2% | +$61.7K | 0.55% | 58 |
|
2023
Q2 | $3.1M | Sell |
22,387
-1,767
| -7% | -$245K | 0.59% | 51 |
|
2023
Q1 | $3.19M | Buy |
24,154
+178
| +0.7% | +$23.5K | 0.68% | 45 |
|
2022
Q4 | $3.07M | Buy |
23,976
+537
| +2% | +$68.8K | 0.7% | 43 |
|
2022
Q3 | $2.49M | Sell |
23,439
-385
| -2% | -$40.9K | 0.68% | 48 |
|
2022
Q2 | $2.7M | Buy |
23,824
+1,040
| +5% | +$118K | 0.78% | 38 |
|
2022
Q1 | $2.7M | Buy |
22,784
+555
| +2% | +$65.8K | 0.78% | 41 |
|
2021
Q4 | $3.09M | Buy |
22,229
+413
| +2% | +$57.4K | 0.89% | 36 |
|
2021
Q3 | $2.67M | Buy |
21,816
+329
| +2% | +$40.2K | 0.86% | 42 |
|
2021
Q2 | $2.47M | Buy |
21,487
+665
| +3% | +$76.5K | 0.83% | 42 |
|
2021
Q1 | $2.25M | Buy |
+20,822
| New | +$2.25M | 0.88% | 39 |
|