TWA
TCI Wealth Advisors’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
1,358
+8
| +0.6% | +$1.19K | 0.01% | 242 |
|
|
2025
Q1 | $212K | Buy |
+1,350
| New | +$212K | 0.02% | 218 |
|
|
2024
Q1 | – | Sell |
-1,556
| Closed | -$203K | – | 225 |
|
|
2023
Q4 | $203K | Buy |
+1,556
| New | +$203K | 0.02% | 196 |
|
|
2023
Q3 | – | Sell |
-1,560
| Closed | -$216K | – | 206 |
|
|
2023
Q2 | $216K | Sell |
1,560
-16
| -1% | -$2.22K | 0.03% | 175 |
|
|
2023
Q1 | $208K | Sell |
1,576
-1
| -0.1% | -$132 | 0.03% | 182 |
|
|
2022
Q4 | $202K | Sell |
1,577
-40
| -2% | -$5.12K | 0.03% | 177 |
|
|
2022
Q3 | $172K | Buy |
1,617
+7
| +0.4% | +$745 | 0.03% | 178 |
|
|
2022
Q2 | $183K | Buy |
1,610
+1
| +0.1% | +$114 | 0.03% | 173 |
|
|
2022
Q1 | $191K | Sell |
1,609
-14
| -0.9% | -$1.66K | 0.03% | 180 |
|
|
2021
Q4 | $225K | Sell |
1,623
-91
| -5% | -$12.6K | 0.03% | 169 |
|
|
2021
Q3 | $210K | Buy |
1,714
+5
| +0.3% | +$613 | 0.03% | 165 |
|
|
2021
Q2 | $197K | Hold |
1,709
| – | – | 0.03% | 171 |
|
|
2021
Q1 | $185K | Sell |
1,709
-62
| -4% | -$6.71K | 0.08% | 156 |
|
|
2020
Q4 | $192K | Sell |
1,771
-6,598
| -79% | -$715K | 0.09% | 142 |
|
|
2020
Q3 | $764K | Hold |
8,369
| – | – | 0.3% | 60 |
|
|
2020
Q2 | $727K | Sell |
8,369
-6
| -0.1% | -$521 | 0.31% | 60 |
|
|
2020
Q1 | $574K | Sell |
8,375
-5
| -0.1% | -$343 | 0.28% | 64 |
|
|
2019
Q4 | $844K | Buy |
8,380
+5
| +0.1% | +$504 | 0.33% | 62 |
|
|
2019
Q3 | $950K | Hold |
8,375
| – | – | 0.42% | 58 |
|
|
2019
Q2 | $927K | Sell |
8,375
-192
| -2% | -$21.3K | 0.42% | 53 |
|
|
2019
Q1 | $855K | Sell |
8,567
-6
| -0.1% | -$599 | 0.38% | 55 |
|
|
2018
Q4 | $788K | Sell |
8,573
-605
| -7% | -$55.6K | 0.38% | 56 |
|
|
2018
Q3 | $834K | Sell |
9,178
-3
| -0% | -$273 | 0.35% | 62 |
|
|
2018
Q2 | $718K | Buy |
9,181
+35
| +0.4% | +$2.74K | 0.32% | 67 |
|
|
2018
Q1 | $779K | Hold |
9,146
| – | – | 0.36% | 63 |
|
|
2017
Q4 | $746K | Buy |
9,146
+160
| +2% | +$13.1K | 0.33% | 69 |
|
|
2017
Q3 | $661K | Hold |
8,986
| – | – | 0.32% | 71 |
|
|
2017
Q2 | $663K | Hold |
8,986
| – | – | 0.34% | 65 |
|
|
2017
Q1 | $574K | Sell |
8,986
-200
| -2% | -$12.8K | 0.3% | 67 |
|
|
2016
Q4 | $582K | Hold |
9,186
| – | – | 0.31% | 68 |
|
|
2016
Q3 | $834K | Sell |
9,186
-80
| -0.9% | -$7.26K | 0.45% | 54 |
|
|
2016
Q2 | $768K | Hold |
9,266
| – | – | 0.43% | 59 |
|
|
2016
Q1 | $758K | Sell |
9,266
-776
| -8% | -$63.5K | 0.42% | 60 |
|
|
2015
Q4 | $734K | Buy |
10,042
+567
| +6% | +$41.4K | 0.41% | 61 |
|
|
2015
Q3 | $758K | Hold |
9,475
| – | – | 0.46% | 56 |
|
|
2015
Q2 | $854K | Buy |
9,475
+187
| +2% | +$16.9K | 0.49% | 50 |
|
|
2015
Q1 | $731K | Sell |
9,288
-80
| -0.9% | -$6.3K | 0.46% | 52 |
|
|
2014
Q4 | $682K | Sell |
9,368
-93
| -1% | -$6.77K | 0.42% | 56 |
|
|
2014
Q3 | $681K | Hold |
9,461
| – | – | 0.43% | 54 |
|
|
2014
Q2 | $768K | Buy |
9,461
+100
| +1% | +$8.12K | 0.46% | 51 |
|
|
2014
Q1 | $706K | Hold |
9,361
| – | – | 0.46% | 50 |
|
|
2013
Q4 | $708K | Hold |
9,361
| – | – | 0.44% | 48 |
|
|
2013
Q3 | $668K | Hold |
9,361
| – | – | 0.51% | 46 |
|
|
2013
Q2 | $649K | Buy |
+9,361
| New | +$649K | 0.49% | 50 |
|