Toth Financial Advisory’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-880
| Closed | -$118K | – | 768 |
|
|
2024
Q4 | $118K | Hold |
880
| – | – | 0.01% | 227 |
|
|
2024
Q3 | $123K | Hold |
880
| – | – | 0.01% | 222 |
|
|
2024
Q2 | $117K | Hold |
880
| – | – | 0.01% | 226 |
|
|
2024
Q1 | $122K | Hold |
880
| – | – | 0.02% | 223 |
|
|
2023
Q4 | $115K | Sell |
880
-586
| -40% | -$73.1K | 0.02% | 230 |
|
|
2023
Q3 | $183K | Buy |
+1,466
| New | +$193K | 0.03% | 195 |
|
|
2023
Q2 | – | Sell |
-14
| Closed | -$1.85K | – | 905 |
|
|
2023
Q1 | $1.85K | Buy |
+14
| New | +$1.8K | ﹤0.01% | 670 |
|
|
2022
Q1 | – | Sell |
-425
| Closed | -$59K | – | 815 |
|
|
2021
Q4 | $59K | Hold |
425
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $52K | Hold |
425
| – | – | 0.01% | 309 |
|
|
2021
Q2 | $49K | Hold |
425
| – | – | 0.01% | 286 |
|
|
2021
Q1 | $46K | Hold |
425
| – | – | 0.01% | 300 |
|
|
2020
Q4 | $46K | Hold |
425
| – | – | 0.01% | 266 |
|
|
2020
Q3 | $39K | Hold |
425
| – | – | 0.01% | 250 |
|
|
2020
Q2 | $37K | Hold |
425
| – | – | 0.01% | 240 |
|
|
2020
Q1 | $29K | Hold |
425
| – | – | 0.01% | 209 |
|
|
2019
Q4 | $43K | Hold |
425
| – | – | 0.01% | 219 |
|
|
2019
Q3 | $48K | Hold |
425
| – | – | 0.01% | 229 |
|
|
2019
Q2 | $47K | Hold |
425
| – | – | 0.01% | 228 |
|
|
2019
Q1 | $42K | Hold |
425
| – | – | 0.01% | 224 |
|
|
2018
Q4 | $39K | Hold |
425
| – | – | 0.01% | 200 |
|
|
2018
Q3 | $39K | Sell |
425
-40
| -9% | -$3.34K | 0.01% | 217 |
|
|
2018
Q2 | $36K | Hold |
465
| – | – | 0.01% | 224 |
|
|
2018
Q1 | $40K | Hold |
465
| – | – | 0.01% | 225 |
|
|
2017
Q4 | $38K | Buy |
+465
| New | +$36.8K | 0.01% | 229 |
|
Other funds holding YUM
