Cypress Wealth Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $256K | Sell |
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|
2018
Q4 | $310K | Sell |
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|
2018
Q3 | $423K | Buy |
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|
2018
Q2 | $382K | Sell |
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|
2018
Q1 | $512K | Hold |
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|
2017
Q4 | $563K | Buy |
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|
2017
Q3 | $401K | Sell |
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|
2017
Q2 | $567K | Sell |
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|
2017
Q1 | $2.03M | Buy |
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|
2016
Q4 | $1.84M | Sell |
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|
2016
Q3 | $1.91M | Buy |
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|
2016
Q2 | $1.82M | Buy |
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|
2016
Q1 | $1.76M | Buy |
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|
2015
Q4 | $1.71M | Buy |
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|
2015
Q3 | $1.61M | Sell |
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|
2015
Q2 | $1.62M | Buy |
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