SVWAG
Sound View Wealth Advisors Group’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Buy |
2,447
+3
| +0.1% | +$445 | 0.03% | 319 |
|
|
2025
Q1 | $385K | Buy |
2,444
+114
| +5% | +$17.9K | 0.03% | 293 |
|
|
2024
Q4 | $313K | Buy |
2,330
+273
| +13% | +$36.6K | 0.03% | 334 |
|
|
2024
Q3 | $287K | Sell |
2,057
-280
| -12% | -$39.1K | 0.02% | 339 |
|
|
2024
Q2 | $310K | Hold |
2,337
| – | – | 0.03% | 293 |
|
|
2024
Q1 | $324K | Buy |
2,337
+86
| +4% | +$11.9K | 0.03% | 295 |
|
|
2023
Q4 | $294K | Sell |
2,251
-34
| -1% | -$4.44K | 0.03% | 310 |
|
|
2023
Q3 | $285K | Buy |
2,285
+74
| +3% | +$9.25K | 0.04% | 297 |
|
|
2023
Q2 | $306K | Buy |
2,211
+23
| +1% | +$3.19K | 0.04% | 283 |
|
|
2023
Q1 | $289K | Sell |
2,188
-63
| -3% | -$8.32K | 0.04% | 285 |
|
|
2022
Q4 | $294K | Buy |
+2,251
| New | +$294K | 0.03% | 310 |
|
|
2022
Q2 | – | Sell |
-2,234
| Closed | -$265K | – | 294 |
|
|
2022
Q1 | $265K | Buy |
2,234
+11
| +0.5% | +$1.31K | 0.05% | 253 |
|
|
2021
Q4 | $309K | Hold |
2,223
| – | – | 0.06% | 239 |
|
|
2021
Q3 | $272K | Hold |
2,223
| – | – | 0.06% | 244 |
|
|
2021
Q2 | $256K | Hold |
2,223
| – | – | 0.05% | 248 |
|
|
2021
Q1 | $240K | Hold |
2,223
| – | – | 0.06% | 244 |
|
|
2020
Q4 | $241K | Hold |
2,223
| – | – | 0.06% | 231 |
|
|
2020
Q3 | $203K | Buy |
+2,223
| New | +$203K | 0.05% | 237 |
|
|
2020
Q1 | – | Sell |
-2,398
| Closed | -$242K | – | 242 |
|
|
2019
Q4 | $242K | Sell |
2,398
-26
| -1% | -$2.62K | 0.07% | 215 |
|
|
2019
Q3 | $275K | Sell |
2,424
-23
| -0.9% | -$2.61K | 0.08% | 201 |
|
|
2019
Q2 | $271K | Buy |
+2,447
| New | +$271K | 0.08% | 209 |
|