Summit Trail 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 | $1.31M | Buy |
+8,841
| New | +$1.31M | 0.02% | 380 |
|
|
2024
Q4 | – | Sell |
-2,164
| Closed | -$302K | – | 795 |
|
|
2024
Q3 | $302K | Sell |
2,164
-93
| -4% | -$13K | 0.01% | 543 |
|
|
2024
Q2 | $299K | Sell |
2,257
-464
| -17% | -$61.5K | 0.01% | 496 |
|
|
2024
Q1 | $377K | Buy |
2,721
+651
| +31% | +$90.3K | 0.01% | 405 |
|
|
2023
Q4 | $270K | Buy |
2,070
+248
| +14% | +$32.4K | 0.01% | 424 |
|
|
2023
Q3 | $228K | Buy |
+1,822
| New | +$228K | 0.01% | 469 |
|
|
2018
Q1 | – | Sell |
-2,311
| Closed | -$196K | – | 1695 |
|
|
2017
Q4 | $196K | Buy |
+2,311
| New | +$196K | 0.02% | 429 |
|