Waldron Private Wealth’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,153
| Closed | -$289K | – | 432 |
|
|
2024
Q4 | $289K | Buy |
2,153
+56
| +3% | +$7.51K | 0.01% | 340 |
|
|
2024
Q3 | $293K | Sell |
2,097
-283
| -12% | -$39.5K | 0.01% | 331 |
|
|
2024
Q2 | $315K | Buy |
2,380
+123
| +5% | +$16.3K | 0.01% | 302 |
|
|
2024
Q1 | $313K | Buy |
2,257
+21
| +0.9% | +$2.91K | 0.01% | 307 |
|
|
2023
Q4 | $292K | Buy |
2,236
+49
| +2% | +$6.4K | 0.01% | 315 |
|
|
2023
Q3 | $273K | Sell |
2,187
-54
| -2% | -$6.75K | 0.01% | 306 |
|
|
2023
Q2 | $310K | Buy |
2,241
+26
| +1% | +$3.6K | 0.02% | 286 |
|
|
2023
Q1 | $293K | Buy |
2,215
+105
| +5% | +$13.9K | 0.01% | 332 |
|
|
2022
Q4 | $224K | Hold |
2,110
| – | – | 0.01% | 340 |
|
|
2022
Q3 | $224K | Sell |
2,110
-7
| -0.3% | -$743 | 0.01% | 342 |
|
|
2022
Q2 | $240K | Buy |
2,117
+85
| +4% | +$9.64K | 0.01% | 338 |
|
|
2022
Q1 | $240K | Buy |
2,032
+138
| +7% | +$16.3K | 0.01% | 358 |
|
|
2021
Q4 | $263K | Buy |
1,894
+3
| +0.2% | +$417 | 0.01% | 329 |
|
|
2021
Q3 | $231K | Buy |
+1,891
| New | +$231K | 0.01% | 327 |
|