SWM
StoneCrest Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $221K | Sell |
1,490
-10
| -0.7% | -$1.48K | 0.11% | 69 |
|
|
2025
Q1 | $236K | Hold |
1,500
| – | – | 0.15% | 63 |
|
|
2024
Q4 | $201K | Hold |
1,500
| – | – | 0.13% | 63 |
|
|
2024
Q3 | $210K | Sell |
1,500
-624
| -29% | -$87.2K | 0.15% | 60 |
|
|
2024
Q2 | $281K | Sell |
2,124
-18
| -0.8% | -$2.38K | 0.21% | 51 |
|
|
2024
Q1 | $297K | Hold |
2,142
| – | – | 0.26% | 50 |
|
|
2023
Q4 | $280K | Buy |
+2,142
| New | +$280K | 0.27% | 48 |
|