Wealthcare Advisory Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Sell |
2,862
-122
| -4% | -$18.1K | 0.01% | 685 |
|
|
2025
Q1 | $470K | Sell |
2,984
-133
| -4% | -$20.9K | 0.01% | 606 |
|
|
2024
Q4 | $418K | Sell |
3,117
-70
| -2% | -$9.39K | 0.01% | 619 |
|
|
2024
Q3 | $445K | Sell |
3,187
-220
| -6% | -$30.7K | 0.01% | 592 |
|
|
2024
Q2 | $451K | Buy |
3,407
+274
| +9% | +$36.3K | 0.01% | 560 |
|
|
2024
Q1 | $434K | Sell |
3,133
-93
| -3% | -$12.9K | 0.01% | 567 |
|
|
2023
Q4 | $422K | Buy |
3,226
+12
| +0.4% | +$1.57K | 0.02% | 518 |
|
|
2023
Q3 | $402K | Sell |
3,214
-917
| -22% | -$115K | 0.02% | 481 |
|
|
2023
Q2 | $572K | Sell |
4,131
-27
| -0.6% | -$3.74K | 0.03% | 412 |
|
|
2023
Q1 | $549K | Sell |
4,158
-151
| -4% | -$19.9K | 0.02% | 433 |
|
|
2022
Q4 | $552K | Buy |
+4,309
| New | +$552K | 0.03% | 398 |
|
|
2022
Q1 | – | Sell |
-1,492
| Closed | -$207K | – | 600 |
|
|
2021
Q4 | $207K | Buy |
+1,492
| New | +$207K | 0.01% | 539 |
|
|
2021
Q2 | – | Sell |
-782
| Closed | -$85K | – | 1916 |
|
|
2021
Q1 | $85K | Buy |
+782
| New | +$85K | 0.01% | 719 |
|
|
2020
Q2 | – | Sell |
-624
| Closed | -$43K | – | 1396 |
|
|
2020
Q1 | $43K | Sell |
624
-103
| -14% | -$7.1K | 0.01% | 541 |
|
|
2019
Q4 | $73K | Sell |
727
-28
| -4% | -$2.81K | 0.01% | 470 |
|
|
2019
Q3 | $86K | Hold |
755
| – | – | 0.01% | 427 |
|
|
2019
Q2 | $84K | Buy |
755
+1
| +0.1% | +$111 | 0.01% | 415 |
|
|
2019
Q1 | $75K | Hold |
754
| – | – | 0.01% | 395 |
|
|
2018
Q4 | $69K | Sell |
754
-33
| -4% | -$3.02K | 0.01% | 374 |
|
|
2018
Q3 | $72K | Sell |
787
-186
| -19% | -$17K | 0.01% | 396 |
|
|
2018
Q2 | $76K | Buy |
973
+198
| +26% | +$15.5K | 0.01% | 379 |
|
|
2018
Q1 | $66K | Hold |
775
| – | – | 0.01% | 352 |
|
|
2017
Q4 | $63K | Buy |
775
+109
| +16% | +$8.86K | 0.02% | 335 |
|
|
2017
Q3 | $49K | Buy |
+666
| New | +$49K | 0.01% | 306 |
|