Willner & Heller’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 | $315K | Sell |
2,129
-238
| -10% | -$35.3K | 0.27% | 112 |
|
|
2025
Q1 | $372K | Sell |
2,367
-108
| -4% | -$17K | 0.34% | 100 |
|
|
2024
Q4 | $332K | Sell |
2,475
-269
| -10% | -$36.1K | 0.29% | 110 |
|
|
2024
Q3 | $383K | Buy |
2,744
+126
| +5% | +$17.6K | 0.34% | 100 |
|
|
2024
Q2 | $347K | Buy |
2,618
+10
| +0.4% | +$1.33K | 0.33% | 101 |
|
|
2024
Q1 | $362K | Buy |
2,608
+11
| +0.4% | +$1.53K | 0.36% | 99 |
|
|
2023
Q4 | $339K | Buy |
+2,597
| New | +$339K | 0.38% | 93 |
|
|
2022
Q4 | $329K | Buy |
2,568
+10
| +0.4% | +$1.28K | 0.47% | 81 |
|
|
2022
Q3 | $272K | Buy |
2,558
+10
| +0.4% | +$1.06K | 0.44% | 87 |
|
|
2022
Q2 | $289K | Hold |
2,548
| – | – | 0.45% | 79 |
|
|
2022
Q1 | $354K | Sell |
2,548
-149
| -6% | -$20.7K | 0.44% | 83 |
|
|
2021
Q4 | $330K | Buy |
+2,697
| New | +$330K | 0.44% | 84 |
|