Berman Capital Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $960K | Buy |
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|
2021
Q2 | $854K | Buy |
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|
2021
Q1 | $608K | Buy |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $487K | Sell |
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|
2020
Q2 | $551K | Buy |
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|
2020
Q1 | $439K | Buy |
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|
2019
Q4 | $463K | Buy |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $352K | Buy |
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|
2018
Q4 | $271K | Sell |
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|
2018
Q3 | $314K | Buy |
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|
2018
Q2 | $270K | Sell |
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|
2018
Q1 | $298K | Buy |
|