WMS Partners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $221K | Sell |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $265K | Hold |
|
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $241K | Sell |
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|
2023
Q2 | $268K | Sell |
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|
2023
Q1 | $256K | Sell |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $236K | Buy |
|
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|
2022
Q2 | $221K | Hold |
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|
2022
Q1 | $231K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $401K | Buy |
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|
2021
Q2 | $340K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $358K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $227K | Hold |
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|
2019
Q2 | $221K | Buy |
|
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $349K | Sell |
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|
2017
Q3 | $337K | Buy |
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|
2017
Q2 | $316K | Sell |
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|
2017
Q1 | $275K | Hold |
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|
2016
Q4 | $272K | Sell |
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|
2016
Q3 | $389K | Hold |
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|
2016
Q2 | $355K | Sell |
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|
2016
Q1 | $363K | Sell |
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|
2015
Q4 | $324K | Buy |
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|
2015
Q3 | $354K | Sell |
|
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|
2015
Q2 | $432K | Buy |
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|
2015
Q1 | $337K | Hold |
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|
2014
Q4 | $312K | Hold |
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|
2014
Q3 | $308K | Hold |
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|
2014
Q2 | $347K | Hold |
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|
2014
Q1 | $323K | Hold |
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|
2013
Q4 | $324K | Buy |
|
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $366K | Buy |
|