Banyan Partners’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | $1.66M | Buy |
17,788
+322
| +2% | +$30K | 0.14% | 166 |
|
|
2014
Q2 | $1.56M | Sell |
17,466
-2,503
| -13% | -$224K | 0.13% | 178 |
|
|
2014
Q1 | $1.67M | Sell |
19,969
-1,492
| -7% | -$125K | 0.14% | 167 |
|
|
2013
Q4 | $1.78M | Sell |
21,461
-4,816
| -18% | -$399K | 0.12% | 172 |
|
|
2013
Q3 | $2.09M | Buy |
26,277
+6,163
| +31% | +$490K | 0.18% | 111 |
|
|
2013
Q2 | $1.65M | Buy |
+20,114
| New | +$1.65M | 0.32% | 85 |
|