Venturi Wealth Management’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $379K | Buy |
2,435
+25
| +1% | +$3.96K | 0.02% | 415 |
|
|
2025
Q4 | $365K | Sell |
2,410
-58
| -2% | -$8.59K | 0.02% | 419 |
|
|
2025
Q3 | $375K | Buy |
2,468
+75
| +3% | +$11K | 0.02% | 393 |
|
|
2025
Q2 | $355K | Buy |
2,393
+156
| +7% | +$22.8K | 0.02% | 384 |
|
|
2025
Q1 | $352K | Buy |
2,237
+630
| +39% | +$90.8K | 0.02% | 408 |
|
|
2024
Q4 | $216K | Sell |
1,607
-87
| -5% | -$11.8K | 0.01% | 528 |
|
|
2024
Q3 | $237K | Sell |
1,694
-16
| -0.9% | -$2.13K | 0.01% | 426 |
|
|
2024
Q2 | $227K | Sell |
1,710
-54
| -3% | -$7.43K | 0.01% | 390 |
|
|
2024
Q1 | $245K | Buy |
1,764
+119
| +7% | +$15.9K | 0.02% | 332 |
|
|
2023
Q4 | $215K | Buy |
1,645
+19
| +1% | +$2.37K | 0.02% | 343 |
|
|
2023
Q3 | $203K | Buy |
+1,626
| New | +$214K | 0.02% | 329 |
|
|
2023
Q2 | – | Sell |
-1,652
| Closed | -$218K | – | 1295 |
|
|
2023
Q1 | $218K | Sell |
1,652
-125
| -7% | -$16.1K | 0.02% | 307 |
|
|
2022
Q4 | $228K | Buy |
+1,777
| New | +$215K | 0.02% | 312 |
|
|
2022
Q3 | – | Sell |
-1,866
| Closed | -$212K | – | 348 |
|
|
2022
Q2 | $212K | Sell |
1,866
-197
| -10% | -$22.9K | 0.02% | 301 |
|
|
2022
Q1 | $245K | Buy |
2,063
+73
| +4% | +$8.99K | 0.02% | 308 |
|
|
2021
Q4 | $276K | Sell |
1,990
-91
| -4% | -$11.6K | 0.02% | 292 |
|
|
2021
Q3 | $255K | Sell |
2,081
-320
| -13% | -$40.6K | 0.02% | 280 |
|
|
2021
Q2 | $276K | Sell |
2,401
-897
| -27% | -$106K | 0.02% | 270 |
|
|
2021
Q1 | $357K | Buy |
3,298
+2,116
| +179% | +$224K | 0.03% | 249 |
|
|
2020
Q4 | $378K | Sell |
1,182
-2,509
| -68% | -$256K | 0.04% | 235 |
|
|
2020
Q3 | $337K | Buy |
3,691
+1,304
| +55% | +$120K | 0.04% | 227 |
|
|
2020
Q2 | $207K | Buy |
+2,387
| New | +$204K | 0.03% | 238 |
|
|
2020
Q1 | – | Sell |
-2,335
| Closed | -$235K | – | 277 |
|
|
2019
Q4 | $235K | Sell |
2,335
-116
| -5% | -$12K | 0.03% | 222 |
|
|
2019
Q3 | $278K | Buy |
+2,451
| New | +$280K | 0.04% | 201 |
|
|
2016
Q4 | – | Sell |
-6,955
| Closed | -$454K | – | 167 |
|
|
2016
Q3 | $454K | Sell |
6,955
-8,068
| -54% | -$515K | 0.15% | 101 |
|
|
2016
Q2 | $896K | Hold |
15,023
| – | – | 0.3% | 76 |
|
|
2016
Q1 | $884K | Hold |
15,023
| – | – | 0.33% | 75 |
|
|
2015
Q4 | $789K | Buy |
+15,023
| New | +$785K | 0.36% | 75 |
|
Other funds holding YUM
VCM
VPM
