TSWM
Triangle Securities Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $373K | Hold |
2,514
| – | – | 0.09% | 173 |
|
|
2025
Q1 | $396K | Sell |
2,514
-205
| -8% | -$32.3K | 0.1% | 166 |
|
|
2024
Q4 | $365K | Sell |
2,719
-79
| -3% | -$10.6K | 0.09% | 171 |
|
|
2024
Q3 | $391K | Hold |
2,798
| – | – | 0.1% | 167 |
|
|
2024
Q2 | $371K | Sell |
2,798
-25
| -0.9% | -$3.31K | 0.1% | 168 |
|
|
2024
Q1 | $391K | Sell |
2,823
-30
| -1% | -$4.16K | 0.11% | 164 |
|
|
2023
Q4 | $373K | Hold |
2,853
| – | – | 0.12% | 158 |
|
|
2023
Q3 | $356K | Sell |
2,853
-71
| -2% | -$8.87K | 0.13% | 152 |
|
|
2023
Q2 | $405K | Hold |
2,924
| – | – | 0.14% | 147 |
|
|
2023
Q1 | $386K | Hold |
2,924
| – | – | 0.14% | 152 |
|
|
2022
Q4 | $375K | Hold |
2,924
| – | – | 0.14% | 154 |
|
|
2022
Q3 | $311K | Hold |
2,924
| – | – | 0.13% | 155 |
|
|
2022
Q2 | $332K | Sell |
2,924
-430
| -13% | -$48.8K | 0.13% | 149 |
|
|
2022
Q1 | $398K | Sell |
3,354
-2,420
| -42% | -$287K | 0.13% | 145 |
|
|
2021
Q4 | $802K | Sell |
5,774
-40
| -0.7% | -$5.56K | 0.25% | 106 |
|
|
2021
Q3 | $711K | Sell |
5,814
-25
| -0.4% | -$3.06K | 0.24% | 112 |
|
|
2021
Q2 | $672K | Sell |
5,839
-40
| -0.7% | -$4.6K | 0.23% | 115 |
|
|
2021
Q1 | $636K | Hold |
5,879
| – | – | 0.23% | 117 |
|
|
2020
Q4 | $638K | Buy |
5,879
+25
| +0.4% | +$2.71K | 0.25% | 114 |
|
|
2020
Q3 | $534K | Sell |
5,854
-210
| -3% | -$19.2K | 0.24% | 109 |
|
|
2020
Q2 | $527K | Buy |
6,064
+40
| +0.7% | +$3.48K | 0.25% | 107 |
|
|
2020
Q1 | $413K | Sell |
6,024
-75
| -1% | -$5.14K | 0.24% | 107 |
|
|
2019
Q4 | $614K | Hold |
6,099
| – | – | 0.27% | 101 |
|
|
2019
Q3 | $692K | Sell |
6,099
-140
| -2% | -$15.9K | 0.34% | 88 |
|
|
2019
Q2 | $687K | Sell |
6,239
-1,060
| -15% | -$117K | 0.35% | 82 |
|
|
2019
Q1 | $729K | Sell |
7,299
-40
| -0.5% | -$4K | 0.38% | 79 |
|
|
2018
Q4 | $675K | Buy |
7,339
+100
| +1% | +$9.2K | 0.4% | 78 |
|
|
2018
Q3 | $658K | Sell |
7,239
-300
| -4% | -$27.3K | 0.35% | 82 |
|
|
2018
Q2 | $590K | Sell |
7,539
-300
| -4% | -$23.5K | 0.33% | 82 |
|
|
2018
Q1 | $667K | Sell |
7,839
-130
| -2% | -$11.1K | 0.38% | 78 |
|
|
2017
Q4 | $650K | Sell |
7,969
-50
| -0.6% | -$4.08K | 0.37% | 76 |
|
|
2017
Q3 | $590K | Hold |
8,019
| – | – | 0.35% | 75 |
|
|
2017
Q2 | $591K | Sell |
8,019
-130
| -2% | -$9.58K | 0.39% | 72 |
|
|
2017
Q1 | $521K | Sell |
8,149
-110
| -1% | -$7.03K | 0.33% | 82 |
|
|
2016
Q4 | $523K | Sell |
8,259
-315
| -4% | -$19.9K | 0.35% | 75 |
|
|
2016
Q3 | $779K | Sell |
8,574
-575
| -6% | -$52.2K | 0.54% | 61 |
|
|
2016
Q2 | $759K | Sell |
9,149
-3,280
| -26% | -$272K | 0.57% | 57 |
|
|
2016
Q1 | $1.02M | Hold |
12,429
| – | – | 0.66% | 49 |
|
|
2015
Q4 | $908K | Buy |
12,429
+3,115
| +33% | +$228K | 0.61% | 52 |
|
|
2015
Q3 | $745K | Sell |
9,314
-40
| -0.4% | -$3.2K | 0.56% | 62 |
|
|
2015
Q2 | $843K | Hold |
9,354
| – | – | 0.6% | 61 |
|
|
2015
Q1 | $736K | Hold |
9,354
| – | – | 0.51% | 65 |
|
|
2014
Q4 | $681K | Buy |
9,354
+1,435
| +18% | +$104K | 0.48% | 68 |
|
|
2014
Q3 | $570K | Buy |
7,919
+545
| +7% | +$39.2K | 0.44% | 76 |
|
|
2014
Q2 | $599K | Sell |
7,374
-185
| -2% | -$15K | 0.46% | 72 |
|
|
2014
Q1 | $544K | Buy |
7,559
+185
| +3% | +$13.3K | 0.49% | 66 |
|
|
2013
Q4 | $558K | Buy |
7,374
+815
| +12% | +$61.7K | 0.45% | 72 |
|
|
2013
Q3 | $468K | Sell |
6,559
-1,000
| -13% | -$71.4K | 0.41% | 78 |
|
|
2013
Q2 | $524K | Buy |
+7,559
| New | +$524K | 0.39% | 71 |
|