WR Wealth Planners’s Yum! Brands YUM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $54K | Hold |
402
| – | – | 0.02% | 312 |
|
|
2024
Q3 | $56.2K | Buy |
402
+3
| +0.8% | +$419 | 0.02% | 328 |
|
|
2024
Q2 | $52.9K | Sell |
399
-277
| -41% | -$36.7K | 0.02% | 325 |
|
|
2024
Q1 | $93.7K | Buy |
+676
| New | +$93.7K | 0.03% | 260 |
|
|
2023
Q4 | – | Sell |
-662
| Closed | -$82.7K | – | 885 |
|
|
2023
Q3 | $82.7K | Sell |
662
-414
| -38% | -$51.7K | 0.03% | 268 |
|
|
2023
Q2 | $149K | Buy |
1,076
+14
| +1% | +$1.94K | 0.06% | 200 |
|
|
2023
Q1 | $140K | Buy |
1,062
+464
| +78% | +$61.3K | 0.06% | 193 |
|
|
2022
Q4 | $76.6K | Buy |
598
+1
| +0.2% | +$128 | 0.05% | 148 |
|
|
2022
Q3 | $63.4K | Buy |
597
+2
| +0.3% | +$213 | 0.04% | 149 |
|
|
2022
Q2 | $67.5K | Buy |
595
+1
| +0.2% | +$114 | 0.04% | 151 |
|
|
2022
Q1 | $70.4K | Buy |
+594
| New | +$70.4K | 0.04% | 152 |
|