Wealthspire Advisors (New York)’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 | $712K | Buy |
4,808
+493
| +11% | +$73.1K | ﹤0.01% | 453 |
|
|
2025
Q1 | $679K | Sell |
4,315
-290
| -6% | -$45.6K | ﹤0.01% | 456 |
|
|
2024
Q4 | $618K | Sell |
4,605
-601
| -12% | -$80.6K | 0.01% | 463 |
|
|
2024
Q3 | $727K | Buy |
5,206
+364
| +8% | +$50.9K | 0.01% | 425 |
|
|
2024
Q2 | $641K | Sell |
4,842
-16
| -0.3% | -$2.12K | 0.01% | 381 |
|
|
2024
Q1 | $674K | Sell |
4,858
-592
| -11% | -$82.1K | 0.01% | 372 |
|
|
2023
Q4 | $712K | Buy |
5,450
+268
| +5% | +$35K | 0.01% | 365 |
|
|
2023
Q3 | $647K | Buy |
+5,182
| New | +$647K | 0.01% | 348 |
|
|
2023
Q1 | – | Sell |
-2,085
| Closed | -$267K | – | 599 |
|
|
2022
Q4 | $267K | Buy |
+2,085
| New | +$267K | ﹤0.01% | 480 |
|
|
2022
Q1 | – | Sell |
-1,861
| Closed | -$258K | – | 559 |
|
|
2021
Q4 | $258K | Buy |
+1,861
| New | +$258K | 0.01% | 457 |
|
|
2021
Q2 | – | Sell |
-4,176
| Closed | -$452K | – | 683 |
|
|
2021
Q1 | $452K | Buy |
4,176
+613
| +17% | +$66.4K | 0.01% | 426 |
|
|
2020
Q4 | $387K | Buy |
+3,563
| New | +$387K | 0.01% | 360 |
|
|
2020
Q2 | – | Sell |
-3,622
| Closed | -$248K | – | 541 |
|
|
2020
Q1 | $248K | Buy |
+3,622
| New | +$248K | 0.01% | 437 |
|
|
2019
Q1 | – | Sell |
-444
| Closed | -$41K | – | 825 |
|
|
2018
Q4 | $41K | Buy |
+444
| New | +$41K | ﹤0.01% | 213 |
|