WJWM
Williams Jones Wealth Management’s Yum! Brands YUM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Hold |
12,656
| – | – | 0.02% | 196 |
|
|
2025
Q1 | $1.99M | Buy |
12,656
+26
| +0.2% | +$4.09K | 0.03% | 183 |
|
|
2024
Q4 | $1.69M | Hold |
12,630
| – | – | 0.02% | 203 |
|
|
2024
Q3 | $1.76M | Sell |
12,630
-9
| -0.1% | -$1.26K | 0.02% | 206 |
|
|
2024
Q2 | $1.67M | Sell |
12,639
-898
| -7% | -$119K | 0.02% | 210 |
|
|
2024
Q1 | $1.88M | Buy |
13,537
+509
| +4% | +$70.6K | 0.02% | 199 |
|
|
2023
Q4 | $1.7M | Hold |
13,028
| – | – | 0.02% | 204 |
|
|
2023
Q3 | $1.63M | Sell |
13,028
-58
| -0.4% | -$7.25K | 0.03% | 207 |
|
|
2023
Q2 | $1.81M | Sell |
13,086
-20
| -0.2% | -$2.77K | 0.03% | 205 |
|
|
2023
Q1 | $1.73M | Sell |
13,106
-127
| -1% | -$16.8K | 0.03% | 217 |
|
|
2022
Q4 | $1.69M | Sell |
13,233
-101
| -0.8% | -$12.9K | 0.03% | 214 |
|
|
2022
Q3 | $1.42M | Sell |
13,334
-129
| -1% | -$13.7K | 0.02% | 233 |
|
|
2022
Q2 | $1.53M | Buy |
13,463
+6,187
| +85% | +$702K | 0.02% | 230 |
|
|
2022
Q1 | $862K | Buy |
7,276
+951
| +15% | +$113K | 0.01% | 278 |
|
|
2021
Q4 | $878K | Buy |
6,325
+20
| +0.3% | +$2.78K | 0.01% | 272 |
|
|
2021
Q3 | $771K | Sell |
6,305
-125
| -2% | -$15.3K | 0.01% | 273 |
|
|
2021
Q2 | $740K | Sell |
6,430
-95
| -1% | -$10.9K | 0.01% | 274 |
|
|
2021
Q1 | $706K | Sell |
6,525
-100
| -2% | -$10.8K | 0.01% | 276 |
|
|
2020
Q4 | $719K | Buy |
6,625
+970
| +17% | +$105K | 0.01% | 252 |
|
|
2020
Q3 | $516K | Hold |
5,655
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $491K | Hold |
5,655
| – | – | 0.01% | 263 |
|
|
2020
Q1 | $388K | Hold |
5,655
| – | – | 0.01% | 258 |
|
|
2019
Q4 | $570K | Sell |
5,655
-70
| -1% | -$7.06K | 0.01% | 261 |
|
|
2019
Q3 | $649K | Buy |
+5,725
| New | +$649K | 0.01% | 239 |
|