WealthShield 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 | $431K | Hold |
2,910
| – | – | 0.05% | 247 |
|
2025
Q1 | $458K | Buy |
2,910
+121
| +4% | +$19K | 0.06% | 227 |
|
2024
Q4 | $374K | Buy |
2,789
+4
| +0.1% | +$537 | 0.05% | 226 |
|
2024
Q3 | $389K | Hold |
2,785
| – | – | 0.05% | 226 |
|
2024
Q2 | $369K | Hold |
2,785
| – | – | 0.06% | 226 |
|
2024
Q1 | $386K | Hold |
2,785
| – | – | 0.06% | 214 |
|
2023
Q4 | $364K | Sell |
2,785
-30
| -1% | -$3.92K | 0.06% | 223 |
|
2023
Q3 | $352K | Hold |
2,815
| – | – | 0.05% | 238 |
|
2023
Q2 | $390K | Buy |
+2,815
| New | +$390K | 0.06% | 225 |
|
2021
Q3 | – | Sell |
-543
| Closed | -$62K | – | 769 |
|
2021
Q2 | $62K | Buy |
543
+48
| +10% | +$5.48K | 0.01% | 434 |
|
2021
Q1 | $54K | Sell |
495
-3,897
| -89% | -$425K | 0.01% | 445 |
|
2020
Q4 | $477K | Sell |
4,392
-447
| -9% | -$48.5K | 0.09% | 177 |
|
2020
Q3 | $442K | Buy |
4,839
+453
| +10% | +$41.4K | 0.15% | 143 |
|
2020
Q2 | $381K | Buy |
4,386
+130
| +3% | +$11.3K | 0.18% | 126 |
|
2020
Q1 | $292K | Sell |
4,256
-238
| -5% | -$16.3K | 0.18% | 120 |
|
2019
Q4 | $453K | Hold |
4,494
| – | – | 0.22% | 103 |
|
2019
Q3 | $510K | Sell |
4,494
-100
| -2% | -$11.3K | 0.27% | 87 |
|
2019
Q2 | $508K | Hold |
4,594
| – | – | 0.29% | 76 |
|
2019
Q1 | $458K | Buy |
4,594
+1
| +0% | +$100 | 0.26% | 78 |
|
2018
Q4 | $422K | Buy |
4,593
+51
| +1% | +$4.69K | 0.29% | 68 |
|
2018
Q3 | $413K | Hold |
4,542
| – | – | 0.24% | 74 |
|
2018
Q2 | $355K | Buy |
4,542
+1
| +0% | +$78 | 0.22% | 75 |
|
2018
Q1 | $387K | Hold |
4,541
| – | – | 0.25% | 71 |
|
2017
Q4 | $371K | Buy |
+4,541
| New | +$371K | 0.23% | 81 |
|