Westbourne Investment Advisors’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 | $235K | Hold |
1,585
| – | – | 0.07% | 99 |
|
|
2025
Q1 | $249K | Hold |
1,585
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $213K | Hold |
1,585
| – | – | 0.07% | 83 |
|
|
2024
Q3 | $221K | Hold |
1,585
| – | – | 0.08% | 85 |
|
|
2024
Q2 | $210K | Sell |
1,585
-1,585
| -50% | -$210K | 0.08% | 82 |
|
|
2024
Q1 | $427K | Buy |
3,170
+1,585
| +100% | +$214K | 0.16% | 71 |
|
|
2023
Q4 | $207K | Buy |
+1,585
| New | +$207K | 0.08% | 87 |
|
|
2023
Q3 | – | Sell |
-1,585
| Closed | -$220K | – | 91 |
|
|
2023
Q2 | $220K | Hold |
1,585
| – | – | 0.1% | 85 |
|
|
2023
Q1 | $209K | Hold |
1,585
| – | – | 0.1% | 89 |
|
|
2022
Q4 | $203K | Buy |
+1,585
| New | +$203K | 0.1% | 89 |
|
|
2022
Q1 | – | Sell |
-1,585
| Closed | -$220K | – | 103 |
|
|
2021
Q4 | $220K | Buy |
+1,585
| New | +$220K | 0.09% | 96 |
|