Waverly Advisors’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
Q2 | $875K | Buy |
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|
2025
Q1 | $926K | Buy |
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|
2024
Q4 | $686K | Sell |
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|
2024
Q3 | $801K | Buy |
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|
2024
Q2 | $541K | Buy |
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|
2024
Q1 | $457K | Sell |
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|
2023
Q4 | $465K | Buy |
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|
2023
Q3 | $443K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $7K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $319K | Buy |
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|
2016
Q2 | $218K | Sell |
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|
2016
Q1 | $224K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $42K | Hold |
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|
2015
Q2 | $47K | Buy |
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|
2015
Q1 | $22K | Hold |
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|
2014
Q4 | $20K | Sell |
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|
2014
Q3 | $29K | Hold |
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|
2014
Q2 | $33K | Sell |
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|
2014
Q1 | $31K | Buy |
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|
2013
Q4 | $25K | Hold |
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|
2013
Q3 | $23K | Buy |
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