Confluence Wealth Management’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $550K | Sell |
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|
2020
Q2 | $640K | Buy |
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|
2020
Q1 | $535K | Buy |
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|
2019
Q4 | $548K | Hold |
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|
2019
Q3 | $550K | Buy |
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|
2019
Q2 | $510K | Hold |
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|
2019
Q1 | $477K | Buy |
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|
2018
Q4 | $405K | Sell |
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|
2018
Q3 | $412K | Buy |
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|
2018
Q2 | $396K | Sell |
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|
2018
Q1 | $466K | Buy |
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|
2017
Q4 | $491K | Sell |
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|
2017
Q3 | $471K | Buy |
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|
2017
Q2 | $479K | Buy |
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|
2017
Q1 | $447K | Buy |
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|
2016
Q4 | $392K | Sell |
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|
2016
Q3 | $439K | Buy |
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|
2016
Q2 | $423K | Sell |
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|
2016
Q1 | $409K | Sell |
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|
2015
Q4 | $937K | Sell |
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|
2015
Q3 | $1.65M | Buy |
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|
2015
Q2 | $1.57M | Buy |
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|
2015
Q1 | $1.6M | Sell |
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|
2014
Q4 | $1.59M | Buy |
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|
2014
Q3 | $278K | Sell |
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|
2014
Q2 | $342K | Buy |
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