Summit Place 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.01M | Hold |
13,585
| – | – | 1.01% | 41 |
|
2025
Q1 | $2.14M | Hold |
13,585
| – | – | 1.21% | 35 |
|
2024
Q4 | $1.82M | Buy |
+13,585
| New | +$1.82M | 1.04% | 41 |
|
2024
Q2 | – | Sell |
-13,585
| Closed | -$1.88M | – | 94 |
|
2024
Q1 | $1.88M | Hold |
13,585
| – | – | 1.1% | 39 |
|
2023
Q4 | $1.78M | Hold |
13,585
| – | – | 1.16% | 39 |
|
2023
Q3 | $1.7M | Buy |
13,585
+5
| +0% | +$625 | 1.21% | 41 |
|
2023
Q2 | $1.88M | Hold |
13,580
| – | – | 1.22% | 41 |
|
2023
Q1 | $1.79M | Buy |
+13,580
| New | +$1.79M | 1.27% | 39 |
|